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  •  Dow Down 0.58% Nasdaq Down 0.26%

    Parnassus Mid-Cap (PARMX)

    28.03 Down 0.09(0.32%) Mar 4
    Prev Close:28.12
    YTD Return*:2.52%
    Net Assets*:329.78M
    Yield*:0.70%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for PARMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FHN4.165.96
    MSI4.032.70
    IRM3.71-3.03
    PNR3.410.17
    SEIC3.358.99

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:329.78M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.52%
    5y Avg Return:16.18%
    Rank in Category (ytd):75
    % Rank in Category (ytd):19.79%
    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 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 measured at the time of purchase. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies. Using a value-oriented investment process, it seeks to invest in equity securities that have the potential for long-term capital appreciation. View More
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