Nasdaq - Delayed Quote • USD
Parnassus Mid Cap Growth Investor (PARNX)
At close: 8:01 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in mid-sized growth companies. The fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization grows or falls outside the ranges of the Russell Midcap® Growth Index, which are subject to change. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 32 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -0.36% |
| 5y Average Return | 6.95% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PARNX | Category Average | PARNX | Category Average | PARNX | Category Average | |
| Alpha | -9.7 | 0.01 | -5.56 | 0.01 | -3.96 | -0.02 |
| BETA | 1.16 | 0.01 | 1.06 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.35 | 0.02 | 0.91 | 0.02 | 0.85 | 0.01 |
| R-squared | 81.73 | 0.82 | 81.81 | 0.79 | 81.89 | 0.8 |
| Standard Deviation | 22.6 | 0.23 | 21.5 | 0.19 | 17.8 | 0.17 |
| Sharpe Ratio | 0.06 | 0.01 | 0.41 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -1.04 | 0.18 | 6.51 | 0.17 | 7.02 | 0.12 |
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