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 Institutional PFPMX
NAV / 1-Day Return
38.61
/
1.03
%
Total Assets
7.2 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
13.85
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
0.06%
Turnover
35%
Morningstar’s Fund Analysis PFPMX
Will PFPMX 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 PFPMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PFPMX 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 PFPMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid mid-cap ESG offering with veteran leadership.
