Parnassus Mid Cap Fund

Class No Load (PARMX)
Scorecard
3 / 5 Stars
Lipper
4 4 5 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#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.

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Performance

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%
1 Year 20.7%
3 Years (Annualized) 13.3%
5 Years (Annualized) 24.3%
10 Years (Annualized) N/A

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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. 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

Fees are Low compared to funds in the same category.
Parnassus Mid Cap Fund has an expense ratio of 1.14 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Parnassus Funds