Dow Down 0.18% Nasdaq Up 0.39%

Parnassus Mid-Cap (PARMX)

26.75 Up 0.02(0.07%) Sep 2
Prev Close:26.73
YTD Return*:3.87%
Net Assets*:255.73M
Yield*:0.98%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for PARMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMAT3.6920.42
NSP3.52-12.68
SEIC3.473.22
IRM3.3714.04
AGN3.3449.19

Fund Basics

Morningstar Overall Rating:
Total Assets:255.73M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:3.87%
5y Avg Return:17.77%
Rank in Category (ytd):9
% Rank in Category (ytd):1.17%
Beta (3y):0.98
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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