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  •  Dow Down 0.28% Nasdaq Down 0.23%

    Parnassus Mid-Cap (PARMX)

    27.29 Down 0.11(0.40%) Jan 23
    Prev Close:27.29
    YTD Return*:11.25%
    Net Assets*:304.78M
    Yield*:0.71%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for PARMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    IRM3.890.78
    MSI3.83-0.85
    XYL3.380.03
    FHN3.38-1.25
    SEIC3.37-0.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:304.78M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:11.25%
    5y Avg Return:15.72%
    Rank in Category (ytd):20
    % Rank in Category (ytd):5.42%
    Beta (3y):0.91
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the stock of companies with market capitalizations between $3 billion and $20 billion at the time of initial purchase. It invests mainly in domestic stocks of companies that are financially sound and have good prospects for the future, and to a lesser extent may also invest in foreign securities of similar companies. View More
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