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Parnassus Core Select ETF (PRCS)
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Upturn Advisory Summary
08/14/2025: PRCS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.81% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.38 - 25.42 | Updated Date 06/6/2025 |
52 Weeks Range 20.38 - 25.42 | Updated Date 06/6/2025 |
Upturn AI SWOT
Parnassus Core Select ETF
ETF Overview
Overview
The Parnassus Core Equity ETF (PRBL) is an actively managed fund that seeks long-term capital appreciation by investing primarily in equity securities of companies that meet the fund's environmental, social, and governance (ESG) criteria and also meet financial and valuation criteria.
Reputation and Reliability
Parnassus Investments is known for its sustainable and responsible investing approach, with a long history of incorporating ESG factors into its investment process.
Management Expertise
The management team has extensive experience in sustainable investing and fundamental stock analysis, focusing on companies with strong ESG profiles and sound financial fundamentals.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on ESG and financial criteria.
Composition Primarily invests in equity securities.
Market Position
Market Share: PRBL holds a relatively small market share compared to broad market ETFs and passively managed ESG funds.
Total Net Assets (AUM): 191800000
Competitors
Key Competitors
- ESGU
- VEGN
- CRBN
- SUSL
- DSI
Competitive Landscape
The market is dominated by larger, passively managed ESG ETFs. PRBL differentiates itself through active management and a rigorous ESG screening process. PRBL's active management may offer potential outperformance, but also carries higher fees compared to passive competitors.
Financial Performance
Historical Performance: Historical performance data requires specific time-series data which can be retrieved from financial data providers.
Benchmark Comparison: Comparison to a relevant ESG benchmark is needed, with data unavailable for this analysis.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, as reflected by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, investor sentiment towards ESG, and sector performance influence PRBL's performance.
Growth Trajectory
Growth depends on increased adoption of ESG investing and the fund's ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
PRBL's competitive edge lies in its actively managed approach to ESG investing, potentially offering superior risk-adjusted returns compared to passive ESG funds. The fund's rigorous ESG screening process and fundamental analysis further differentiate it. Parnassus Investment's established reputation for responsible investing also provides a competitive advantage. It is important to note that actively managed fund outperformance is never guaranteed, and it's success is largely dependent on stock picking ability.
Risk Analysis
Volatility
Volatility is dependent on market conditions and the specific holdings, requiring historical data for assessment.
Market Risk
Market risk is inherent in equity investments, with potential for losses due to economic downturns or sector-specific issues. ESG-focused investing may also introduce concentration risk if specific sectors are favored.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation with a strong preference for ESG investing. They should be comfortable with active management and potentially higher fees.
Market Risk
Suitable for long-term investors who prioritize ESG factors and are willing to accept some active management risk.
Summary
Parnassus Core Equity ETF (PRBL) is an actively managed ESG fund seeking long-term capital appreciation. It differentiates itself through its active management and rigorous ESG screening, targeting investors with a strong commitment to responsible investing. While its expense ratio is higher than passive ESG funds, its active approach offers the potential for outperformance. Investors should consider their ESG preferences, risk tolerance, and investment horizon when evaluating PRBL. The fund's performance is subject to market risks and the success of its active management strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Parnassus Investments website
- ETF.com
- Morningstar
- etfdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Parnassus Core Select ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF whose objective is to achieve capital appreciation by investing primarily in a concentrated portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities selected using its core strategy. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.