Parnassus Mid-Cap
PARNASSUS FUNDS1 Market Street, Suite 1600San Francisco CA 94105
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Phone: 800-999-3505
| Category: | Mid-Cap Growth | | Fund Family: | Parnassus | | Net Assets: | 24.20M | | Year-to-Date Return: | 0.53% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-2005 |
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Benjamin E. Allen
Lead Manager since
01-Oct-2008 | | | Allen is senior research analyst and portfolio manager with Parnassus Investments, his employer since 2005. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital.
The fund invests primarily in the stock of companies with market capitalizations between $3 billion and $20 billion at the time of initial purchase. It invests in stocks that are undervalued and have good prospects for long-term growth and an identifiable catalyst that could move the stock higher in the succeeding 12 months. |
| Last Dividend
(30-Dec-09):
| 0.07 | | Last Cap Gain
(21-Nov-08):
| 0.21 | | Annual Holdings Turnover
(18-Mar-10):
| 40.11% | | Average for Category:
| 140.76% |
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| Expense | PARMX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.47% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 602 | $65 | | 5 Yr Expense Projection*: |
$ 1,109 | $103 | | 10 Yr Expense Projection*: |
$ 2,503 | $206 |
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0.35% Nasdaq 
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