Parnassus Endeavor Fund

Parnassus Endeavor Fund

Parnassus Endeavor Fund
Last update 2020-07-16 26 Stocks (4 new)
Value $2.57 Bil Turnover 8 %
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Parnassus Endeavor Fund Profile

The Parnassus Endeavor Fund is a fossil-fuel-free and positive workplace fund that selects deeply discounted, out-of-favor stocks with a wider range of expected outcomes.

Parnassus Endeavor Fund Investing Philosophy

The Parnassus Endeavor Fund invests in U.S. large cap companies with long-term competitive advantages and relevancy, quality management teams and positive performance on ESG criteria.

The fund holds companies with outstanding workplaces and avoids investments in fossil fuels.

The portfolio managers seek to outperform the S&P 500 Index by purchasing the stocks of quality companies when they are deeply discounted.

The managers are willing to accept the widest range of outcomes of the Parnassus funds for stocks they believe are only temporarily trading at low prices.
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Performance of Parnassus Endeavor Fund

Year Return % S&P500 % Excess Gain %
2019 33.29 30.58 2.7
2018 -13.49 -4.57 -8.9
2017 19.81 21.7 -1.9
3-Year Cumulative (2017-2019) 38.15 (11.37/Year) 51.65 (14.89/Year) -13.50 (-3.52/Year)
2016 21.43 12 9.4
2015 3.23 1.24 2
5-Year Cumulative (2015-2019) 73.18 (11.61/Year) 71.96 (11.45/Year) 1.22 (0.16/Year)
2014 18.5 13.46 5
2013 31.15 32.31 -1.2
2012 22.02 15.99 6
2011 -1.61 1.9 -3.5
2010 12.93 15.05 -2.1
10-Year Cumulative (2010-2019) 264.89 (13.82/Year) 251.03 (13.38/Year) 13.86 (0.44/Year)
2009 62.16 26.35 35.8
2008 -29.93 -36.79 6.9
2007 5.62 5.15 0.5
2006 14.86 15.84 -1

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