3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#105 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.74 percent over the past year, 13.33 percent over the past three years, and 24.29 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the stock of companies with market capitalizations between $3 billion and $20 billion at the time of initial purchase. It invests mainly in domestic stocks of companies that are financially sound and have good prospects for the future, and to a lesser extent may also invest in foreign securities of similar companies.
Fees are Low compared to funds in the same category.
Parnassus Mid Cap Fund has an expense ratio of 1.14 percent.
Risk is Low compared to funds in the same category according to Morningstar.