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    Parnassus Mid-Cap (PARMX)

    27.65 Up 0.16(0.58%) Dec 19
    Prev Close:27.49
    YTD Return*:10.22%
    Net Assets*:296.76M
    Yield*:0.94%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for PARMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSI4.09-1.53
    SEIC3.5714.66
    IRM3.5644.35
    PDCO3.3218.98
    AMAT3.2037.27

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:296.76M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:10.22%
    5y Avg Return:16.32%
    Rank in Category (ytd):23
    % Rank in Category (ytd):6.12%
    Beta (3y):0.92
    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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