Parnassus Income Funds - Parnassus Core Select ETF

PRCS targets a concentrated portfolio of approximately 20-30 equity securities, emphasizing both value and growth stocks primarily from large-cap US companies. The fund aims to identify businesses that are perceived to be undervalued or possess significant potential for revenue and earnings growth. The investment process involves a comprehensive analysis of company fundamentals, including assessment of financial statements and management quality. Key to the selection criteria are competitive advantages such as strong brand loyalty, operational efficiencies, and a robust network effect. PRCS additionally considers factors related to sustainable business practices, assessing ESG criteria including environmental impact, product safety, and corporate governance. The fund actively monitors its holdings to ensure compliance with its investment criteria, aiming to achieve capital appreciation while maintaining a commitment to responsible investing principles.

資産クラス

Large Cap Equity

運用会社

Parnassus

設定国

US

設定日

2024年12月11日

保有銘柄数

26

ISIN

US7017695070