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Parnassus Mid-Cap (PARMX)

26.67 Up 0.14(0.53%) Sep 16
Prev Close:26.53
YTD Return*:6.50%
Net Assets*:264.04M
Yield*:0.96%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for PARMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMAT3.6931.39
NSP3.52-16.83
SEIC3.479.16
IRM3.3720.69
AGN3.3449.98

Fund Basics

Morningstar Overall Rating:
Total Assets:264.04M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:6.50%
5y Avg Return:17.72%
Rank in Category (ytd):37
% Rank in Category (ytd):4.85%
Beta (3y):0.94
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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