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Morningstar

Parnassus Mid Cap Institutional PFPMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 36.09  /  0.08 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 35%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s 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.

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.

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