Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.58% 0.16% 100.75M 42802.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.78% -- 85.97M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund is an actively managed ETF that will invest a minimum of 80% of its net assets in equity securities selected using its core strategy. The Fund is primarily a largecap fund, which means that it invests more than half of its net assets in large, well-established companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Parnassus Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
11.69%
2.64%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
--
28.24%
30.54%
-22.10%
32.97%
16.65%
14.43%
1.69%
--
--
28.97%
-19.37%
24.74%
19.96%
11.80%
1.29%
24.61%
15.13%
19.42%
-20.38%
26.82%
20.40%
7.84%
1.82%
--
--
--
--
27.77%
21.96%
17.75%
0.62%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.39%
Stock 99.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund is an actively managed ETF that will invest a minimum of 80% of its net assets in equity securities selected using its core strategy. The Fund is primarily a largecap fund, which means that it invests more than half of its net assets in large, well-established companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Parnassus Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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