Dow Up 0.51% Nasdaq Up 0.24%

Parnassus Mid-Cap (PARMX)

27.67 Up 0.15(0.55%) Nov 21
Prev Close:27.52
YTD Return*:7.74%
Net Assets*:260.80M
Yield*:0.94%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for PARMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSI4.09-2.76
SEIC3.5710.91
IRM3.5636.03
PDCO3.326.41
AMAT3.2027.32

Fund Basics

Morningstar Overall Rating:
Total Assets:260.8M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:7.74%
5y Avg Return:17.01%
Rank in Category (ytd):19
% Rank in Category (ytd):2.49%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback