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α AlphaFunds.com™
Parnassus Eqty Inc Data as of 2010/07
Basic Fund Facts
Symbol PRBLX
Style Medium Growth
Category Equity Inc
Overall Score 95
Net Assets 2,365M
Manager Tenure 9.3Y
Positions 38
Cumulative Returns & Alpha
Performance (Annualized except YTD) Allocation, Turnover & Charges
  YTD 1 Year 3 Years 5 Years 7.5 Years 10 Years
Return -1.9 13.5 1.2 4.9 7.0 5.5
Turnover %'tile* 53
Alpha 4.2 8.6 7.2 5.1 3.4 5.4
Turnover Ratio 60%
Alpha Percentile* 14 43 99 97 95 100
   
Positive Alpha Proportion 0.29 0.50 0.67 0.62 0.58 0.58
Max Front Load 0.0%
Back Load 0.0%
Positive Alpha Proportion %tile* 8 38 96 98 96 99
Min Buy $2,000
Score 12 44 96 98 97 100
Funds in Peer Group 811 792 2017 1024 573 489
Calendar Year Returns & Alpha Overall Score Quarterly Trend
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Fund 9.9 -3.7 15.6 9.4 2.6 14.7 14.1 -23.0 28.7 -1.9
Risk Benchmark -2.7 -14.1 17.7 7.5 3.9 10.1 6.5 -30.3 26.0 -5.9
Alpha 12.2 12.6 -1.9 1.8 -1.2 4.3 7.2 10.4 2.1 4.2
Investment Style
  Market Size Valuation    
Beta Category low medium growth    
Average Beta 0.76 -0.01 -0.12    
Average Beta Percentile** 18 53 29    
Beta Volatility medium high high    
Beta Standard Deviation 0.05 0.12 0.14    
Beta Standard Deviation Percentile* 51 88 82    
Investment Style Over Time
*Within the fund's Medium Growth style peer group.  **Among all mutual funds.  1 (100) indicates the fund has the lowest (highest) value.
Copyright AlphaFunds 2009