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- Upturn Summary
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Upturn AI Summary
Parnassus Core Select ETF(PRCS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PRCS
11/06/2026: PRCS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Parnassus Core Select ETF (PRCS) provides exposure to a concentrated, actively managed portfolio of US large-cap companies that meet specific ESG criteria. Its primary strengths lie in the management team's proven research process and focus on high-quality businesses with durable competitive advantages. It is best used as a core or satellite equity holding for investors prioritizing active stewardship and quality over passive index replication. Key risks include the concentrated nature of the holdings and the higher expense ratio compared to low-cost passive alternatives. Investors should monitor the fund’s relative performance and ensure it aligns with their broader ESG and risk tolerance goals.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on high-quality companies with the potential for long-term earnings growth. |
| Momentum investor | Mixed fit | As a value-oriented quality fund, it may underperform during periods of pure high-beta momentum, so it is a fit only when fundamental quality is favored. |
| Value investor | Strong fit | The investment strategy emphasizes buying quality companies at attractive valuations. |
| Dividend/Income investor | Mixed fit | While it holds some dividend-paying firms, it is primarily focused on capital appreciation rather than yield. |
| Low-risk investor | Mixed fit | The concentrated nature of the portfolio may lead to higher idiosyncratic risk compared to broad index funds. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through an active, ESG-conscious lens who are comfortable with a more concentrated portfolio.
Suitability
Best for long-term investors looking for active management, rather than active traders or those seeking passive index exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-only fund, it is subject to standard stock market price fluctuations. |
| Market risk | Medium / high | The fund's performance is closely tied to the overall performance of the US equity market. |
| Concentration | Medium / high | With a limited number of holdings, the performance of individual stocks has a significant impact on total fund returns. |
| Tracking/expense | Medium | The higher expense ratio compared to passive funds requires active management to consistently add value. |
| Liquidity | Low | The fund holds highly liquid large-cap stocks, ensuring ease of trading for most retail investors. |
| Business/sector quality | Low | The fund specifically screens for high-quality companies, which generally reduces operational business risk. |
Risk Analysis
Volatility
PRCS exhibits volatility characteristic of concentrated large-cap equity funds, which may deviate from broad market indices.
Market Risk
The fund carries systemic market risk, as its underlying assets are susceptible to economic cycles, interest rate changes, and geopolitical events.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap US equities | 95 | The fund focuses on established large companies that are expected to provide stable, long-term growth potential. |
| Cash/collateral | Cash and cash equivalents | 5 | The fund maintains a small allocation to cash for liquidity and tactical buying opportunities. |
Analysis of Past Performance
Type ETF | Historic Profit 6.68% | Avg. Invested days 74 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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