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Morningstar

Parnassus Mid-Cap PARMX

Morningstar Analyst Rating
Analyst rating as of | See Parnassus Investment Hub
  • NAV / 1-Day Return 36.61  /  0.94 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 35%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis PARMX

Will PARMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PARMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PARMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PARMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Veterans lead this methodical mid-cap ESG offering.

Senior Analyst

Summary

| by Stephen Welch

Parnassus Mid Cap’s distinguished managers and disciplined approach earn it a Morningstar Analyst Rating of Silver for both of its share classes.

Unlock our full analysis with Morningstar Investor