| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#40 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.09 percent over the past year, 13.93 percent over the past three years, and 9.36 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.9% |
| 1 Year | 16.1% |
| 3 Years (Annualized) | 13.9% |
| 5 Years (Annualized) | 9.4% |
| 10 Years (Annualized) | N/A |
Summary
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. These companies must, in the opinion of the fund's investment adviser (Adviser), be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.
Fees
Fees are Low compared to funds in the same category.
Parnassus Mid Cap Fund has an expense ratio of 1.20 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
