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Parnassus Mid Cap Fund Institutional Shares (PFPMX)

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44.94 +0.06    +0.13%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.8B
Parnassus Mid Cap Institutional 44.94 +0.06 +0.13%

PFPMX Overview

 
Find basic information about the Parnassus Mid Cap Fund Institutional Shares 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 PFPMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change28.34%
Prev. Close44.88
Risk Rating
TTM Yield0.48%
ROE22.04%
IssuerN/A
Turnover32.66%
ROA7.74%
Inception Date42124
Total Assets1.8B
Expenses0.75%
Min. Investment100,000
Market Cap36.44B
CategoryMid - Cap Blend
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Parnassus Mid Cap Fund Institutional Shares Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1127 1035 1338 1043 1406 -
Fund Return 12.72% 3.51% 33.81% 1.4% 7.06% -
Place in category 214 101 147 324 343 -
% in Category 50 20 38 83 93 -

Top Equity Funds by Parnassus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Parnassus Core Equity Institutional 16.76B 16.22 7.49 12.32
  Parnassus Core Equity Investor 14.14B 16.05 7.27 12.09
  Parnassus Endeavor Investor 3.36B 11.44 4.57 12.83
  Parnassus Endeavor Institutional 1.85B 11.65 4.81 -
  Parnassus Mid-Cap 1.43B 12.51 1.19 8.20

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 62.61B 14.22 2.94 9.79
  Fidelity Extended Market Index Ins 40.04B 12.38 -0.34 9.27
  Fidelity Mid Cap Index Fund Institu 36.34B 14.03 3.57 9.80
  Vanguard Extended Market Index Inst 32.72B 12.38 -0.32 -
  Vanguard Extended Market Idx Adm 24.86B 12.35 -0.36 9.26

Top Holdings

Name ISIN Weight % Last Change %
  Guidewire US40171V1008 4.77 204.46 +0.66%
  Fidelity National Info US31620M1062 4.35 84.94 +0.63%
  TransUnion US89400J1079 4.07 100.73 -1.61%
  Cboe Global US12503M1080 3.73 217.30 +1.48%
  JB Hunt US4456581077 3.70 190.86 +1.33%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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