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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.13% 11.94M 3567.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.44% -- 8.965M 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 value 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 Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Value 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

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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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
--
--
--
--
--
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18.07%
4.15%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
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18.52%
24.14%
18.65%
2.34%
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2.83%
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9.29%
13.34%
16.26%
3.39%
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3.78%
As of January 12, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.28%
Stock 99.72%
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 value 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 Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Value 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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