Parnassus Income Funds - Parnassus Value Select ETF

PRVS focuses on a portfolio of approximately 20-30 value stocks, concentrating on large-cap US companies that are perceived as undervalued in the current market. The investment process involves rigorous analysis of company fundamentals, including evaluating financial statements and assessing management effectiveness. Competitive advantages such as brand strength, market position, and cost efficiency are also considered. In addition to financial metrics, PRVS incorporates assessments of environmental, social, and governance (ESG) criteria, including climate impact and governance practices, to ensure that investments align with broader sustainability considerations. The fund actively reviews its holdings to ensure they meet its standards for financial health and sustainable practices. This approach aims to capitalize on market undervaluation opportunities while pursuing capital appreciation over the long term.

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

27

ISIN

US7017696060