Previous Close | 41.17 |
YTD Return | 14.88% |
Expense Ratio (net) | 0.99% |
Category | Mid-Cap Blend |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Low |
Sustainability Rating |
Net Assets | 6.95B |
Beta (5Y Monthly) | 0.92 |
Yield | 0.19% |
5y Average Return | N/A |
Holdings Turnover | 28.27% |
Last Dividend | 0.00 |
Average for Category | N/A |
Inception Date | Apr 29, 2005 |
This member of the Kiplinger 25 gained 9.5% over the past 12 months, beating 76% of its peers.
Dodson, who is 77, is leaving the Fund (ticker: PARWX) and the funds’ board of trustees effective Dec. 31, the investment management company said on Nov. 10. While he will no longer be managing money for the firm, Dodson will remain chairman of the board. Co-manager Billy Hwan will become sole manager of Parnassus Endeavor, effective Jan. 1.