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Parnassus Mid Cap Fund (PARMX)

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38.30 +0.44    +1.16%
23/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.39B
Parnassus Mid-Cap 38.30 +0.44 +1.16%

PARMX Overview

 
Find basic information about the Parnassus Mid Cap Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PARMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.52%
Prev. Close37.86
Risk Rating
TTM Yield0.33%
ROE19.46%
IssuerN/A
Turnover42.45%
ROA6.74%
Inception Date38471
Total Assets1.39B
Expenses0.96%
Min. Investment2,000
Market Cap31.86B
CategoryMid - Cap Blend
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Parnassus Mid Cap Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1083 1083 1215 1080 1421 2280
Fund Return 8.35% 8.35% 21.5% 2.61% 7.27% 8.59%
Place in category 295 295 248 340 341 139
% in Category 64 64 60 87 93 64

Top Equity Funds by Parnassus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Parnassus Core Equity Institutional 15.36B 10.03 10.24 12.84
  Parnassus Core Equity Investor 13.07B 9.99 10.02 12.61
  Parnassus Endeavor Investor 3.27B 10.17 6.60 13.67
  Parnassus Mid Cap Institutional 2.05B 8.42 2.83 -
  Parnassus Endeavor Institutional 1.72B 10.23 6.83 -

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 61.13B 7.86 5.71 9.88
  Fidelity Extended Market Index Ins 39.85B 6.98 0.97 8.99
  Fidelity Mid Cap Index Fund Institu 34.94B 8.61 6.07 9.95
  Vanguard Extended Market Index Inst 30.81B 6.98 1.00 -
  Vanguard Extended Market Idx Adm 24.79B 6.97 0.96 8.98

Top Holdings

Name ISIN Weight % Last Change %
  Fidelity National Info US31620M1062 3.59 70.78 -1.56%
  Cboe Global US12503M1080 3.50 179.39 +0.32%
  Roper Technologies US7766961061 3.14 538.01 -0.30%
  TransUnion US89400J1079 3.09 68.68 -1.17%
  Hologic US4364401012 2.86 76.71 -0.62%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Neutral Buy Strong Buy
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