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Morningstar

Parnassus Mid Cap Growth Institutional PFPRX

Morningstar Analyst Rating
Analyst rating as of | See Parnassus Investment Hub
  • NAV / 1-Day Return 51.02  /  3.68 %
  • Total Assets 784.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PFPRX

Will PFPRX 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 PFPRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PFPRX 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 PFPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stable team at the helm.

Senior Analyst

Summary

| by Stephen Welch

Despite some process concerns, Parnassus Mid Cap Growth’s skilled managers and stable investment support earn it a Morningstar Analyst Rating of Bronze for both share classes.

Unlock our full analysis with Morningstar Investor