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Morningstar

Parnassus Mid-Cap PARMX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.63  /  1.09 %
Total Assets
6.0 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Average
Longest Manager Tenure
14.00 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.04%
Turnover
35%

Morningstar’s Fund 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.

A solid mid-cap ESG offering with veteran leadership.

Analyst

Summary

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Experienced leadership plying a differentiated, but consistent approach earns Parnassus Mid Cap a Morningstar Analyst Rating of Silver for both of its share classes.

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