Parnassus Core Equity Fund

Parnassus Funds II · Series S000000856 · 2 share classes

Equity fund · 97% stocks· rate + credit risk filed
One fund, 2 share classes:PRBLXPRILX
$22.43B NAV
38 positions · as of 2026-03-31 · filed 2026-05-06
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

The Parnassus Core Equity Funds objective is to achieve both capital appreciation and current income.

Strategy · summarised

The fund invests primarily in large-capitalization U.S. equity securities that pay or are expected to pay dividends, selected through a value-oriented process that screens for companies trading below estimated intrinsic value, with sustainable business practices and strong fundamentals. At least 65% of assets are held in dividend-paying stocks, while the remainder may include non-dividend-paying equities and cash. The fund may also invest in foreign securities. Because the fund's holdings depend on the adviser's assessments of intrinsic value and future dividend capacity, which may prove incorrect, performance will diverge from broad market returns.

Expenses
0.61% 0.81%across 2 share classes
Share classGrossNet
PRBLX0.85%0.81%
PRILX0.61%0.61%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 28.50% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.63%
of net assets
Stocks96.55%
Real assets3.08%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 2 new2 exited

New: ODFL, VMC

Exited: WDAY, NOW

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
Avg maturity
Flagged holdings
Defaulted: not reported
In arrears: not reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

Interest-rate duration
0.00 yr
approx. move per 100bp
Credit-spread duration
Not disclosed

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
ALPHABET INC-CL AGOOGL6.21%$1.39B
NVIDIA CORPNVDA6.16%$1.38B
MICROSOFT CORPMSFT5.49%$1.23B
AMAZON.COM INCAMZN5.32%$1.19B
APPLE INCAAPL4.45%$999.22M
WASTE MANAGEMENT INCWM3.99%$895.37M
DEERE AND CODE3.56%$799.44M
APPLIED MATERIALS INCAMAT3.41%$765.70M
ELI LILLY & COLLY3.24%$725.84M
REALTY INCOME CORPO3.08%$691.41M
Showing 10 of 38Sign in to see more

Top 10 positions are 44.92% of net assets, top 25 81.96%, across 38 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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