Experienced leadership plying a differentiated, but consistent approach earns Parnassus Mid Cap a Morningstar Analyst Rating of Silver for both of its share classes.
Parnassus Mid-Cap PARMX
NAV / 1-Day Return
36.06
/
0.25
%
Total Assets
6.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
Average
Longest Manager Tenure
13.64
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
0.03%
Turnover
35%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A solid mid-cap ESG offering with veteran leadership.
