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Parnassus Mid Cap Fund (PARMX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.41B
Parnassus Mid-Cap
43.97
+0.43
+0.99%
- Overview
- Profile
- Historical Data
- Holdings
PARMX Overview
On this page you'll find an in-depth profile of Parnassus Mid Cap Fund. Learn about the key management, total assets, investment strategy and contact information of PARMX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap® Index measured at the time of purchase. The Russell Midcap® Index includes approximately 800 of the smallest companies in the Russell 1000® Index. 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 |
|---|---|---|---|
| Ian E. Sexsmith | Portfolio Manager, Senior Analyst | 2024 | 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. | ||
| Matthew D. Gershuny | Portfolio Manager, Senior Analyst | 2008 | Now |
| Biography | Matthew Gershuny is a portfolio manager of the Parnassus Mid Cap strategy and a senior analyst. He is responsible for portfolio management of the firm’s Mid Cap strategy and firmwide investment research. Matthew joined Parnassus Investments in 2006 after serving as a Parnassus research intern. Prior to joining Parnassus, he was a vice president of equity research at Cowen and Company (formerly SG Cowen Securities Corporation). Before that, he held various equity research and asset management positions at UBS Securities. Matthew received his bachelor’s degree in philosophy from Cornell University and his MBA from the University of Michigan. | ||
| Lori A. Keith | Vice President | 2008 | Now |
| Biography | Lori Keith is the director of research and portfolio manager of the Parnassus Mid Cap strategy. She is responsible for portfolio management of the firm’s Mid Cap strategy and oversees sector research activities for the firm. Lori joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Prior to joining Parnassus, she was vice president of investment banking at Deloitte & Touche Corporate Finance LLC and a senior associate in Robertson Stephens & Company’s investment banking division. Before that, she worked in the management consulting practice at Ernst & Young. Lori received her bachelor’s degree in economics from the University of California, Los Angeles, and her MBA from Harvard Business School. | ||
| Benjamin E. Allen | Analyst | 2008 | 2012 |
| Biography | Benjamin Allen is chief executive officer of Parnassus Investments and portfolio manager of the Parnassus Core Equity strategy. He is responsible for Parnassus’s people, culture and direction as well as portfolio management of the firm’s Core Equity strategy. | ||
| Jerome L. Dodson | Chairman | 2005 | 2008 |
| 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. | ||
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