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PFPWX Parnassus Endeavor Institutional

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Fund PFPWX Parnassus Endeavor Institutional
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Similarity
?
100%
Annual Fees
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$79.22
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$41,203.06
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 17.80%
3 YR 14.74%
5 YR 18.56%
10 YR 11.94%
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in companies believed by the fund's investment adviser to provide good workplaces for their employees. Companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level than competitors in terms of innovation, productivity, customer loyalty and profitability. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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