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    Parnassus Mid Cap Fund (PARMX)

    27.84 Down 0.10(0.36%) May 22
    Prev Close:27.94
    YTD Return*:0.66%
    Net Assets*:619.06M
    Yield*:0.71%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PARMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FHN3.676.04
    SEIC2.9717.61
    CMP2.922.79
    AL2.8915.68
    ESNT2.89-2.14

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:619.06M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:0.66%
    5y Avg Return:14.08%
    Rank in Category (ytd):90
    % Rank in Category (ytd):22.9%
    Beta (3y):0.90
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index (which was between $284 million and $36 billion as of February 18, 2015) measured at the time of purchase. The Russell Midcap Index includes approximately 800 of the smallest companies in the Russell 1000 Index. View More
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