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Parnassus Mid Cap Growth Fund - Institutional (PFPRX)
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Parnassus Institutional
57.02
+0.20
+0.35%
- Overview
- Profile
- Historical Data
- Holdings
PFPRX Overview
On this page you'll find an in-depth profile of Parnassus Mid Cap Growth Fund - Institutional. Learn about the key management, total assets, investment strategy and contact information of PFPRX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in mid-sized growth companies. The fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization grows or falls outside the ranges of the Russell Midcap® Growth Index, which are subject to change. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.
Contact Information
Address
1 Market Street, Suite 1600
San Francisco,CA 94105
United States
San Francisco,CA 94105
United States
Phone
(800) 999-3505
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert J. Klaber | Portfolio Manager | 2016 | Now |
| Biography | Robert J. Klaber has served as portfolio manager for Parnassus Investments since 2016. He is Director of ESG Research at Parnassus Investments, where he has worked since 2012. Prior to his tenure with Parnassus, Mr. Klaber was a student at Harvard Business School, from which he received an MBA in 2012. | ||
| Ian E. Sexsmith | Portfolio Manager, Senior Analyst | 2013 | Now |
| Biography | Ian Sexsmith is the lead portfolio manager of the Parnassus Mid Cap Growth strategy, a portfolio manager of the Mid Cap strategy and a senior analyst. He is responsible for portfolio management of the firm’s Mid Cap Growth and Mid Cap strategies. Ian joined Parnassus Investments in 2011 after serving as a Parnassus research intern. Prior to joining Parnassus, he worked at Scotiabank and TD Bank Financial Group in Toronto. Ian received his bachelor’s of commerce degree from the University of Manitoba, Canada, and his MBA from the University of California, Berkeley. He is a CFA charterholder and member of the CFA Society of San Francisco. | ||
| Jerome L. Dodson | Chairman | 1984 | 2018 |
| Biography | Jerome L. Dodson is the Founder and President of Parnassus Investments. He is the lead Portfolio Manager of the Parnassus Multi-Cap Equity strategy and the Parnassus Asia Pacific Equity strategy and is the sole Portfolio Manager of the Parnassus Endeavor Equity strategy. Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the “Solar T-Bill” program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor’s degree in political science from the University of California, Berkeley and his master’s degree in business administration from Harvard Business School. | ||
| Romahlo I. Wilson | - | 2013 | 2014 |
| Biography | Romahlo Wilson is a Senior Research Analyst. He joined Parnassus Investments in 2011 and was previously a Parnassus research intern. Prior to joining the firm, Romahlo worked for Cleantech Approach and in Houlihan Lokey’s Mergers & Acquisitions Practice. Raised in New York, he is an alumnus of Stuyvesant High School. Mr. Wilson received his bachelor’s degree from Stanford University with concentrations in computer science and imaging technology. He received his master’s degree in business administration from The Wharton School, University of Pennsylvania with concentrations in finance and public policy. | ||
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