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Parnassus Mid Cap Fund Institutional Shares (PFPMX)

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38.32 +0.32    +0.84%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.61B
Type:  Fund
Market:  United States
Issuer:  Parnassus
Asset Class:  Equity
Parnassus Mid Cap Institutional 38.32 +0.32 +0.84%

PFPMX Overview

 
Find basic information about the Parnassus Mid Cap Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PFPMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US7017655058)
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Rating
1-Year Change2.04%
Prev. Close38
Risk Rating
TTM Yield0.46%
ROE21.72%
IssuerParnassus
Turnover32.66%
ROA8%
Inception Date42124
Total Assets1.61B
Expenses0.75%
Min. Investment100,000
Market Cap39.14B
CategoryMid - Cap Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1199 1066 1271 1122 1457 -
Fund Return 19.88% 6.56% 27.12% 3.91% 7.82% -
Place in category 287 348 320 354 330 -
% in Category 71 84 82 93 97 -

Top Equity Funds by Parnassus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Parnassus Core Equity Institutional 16.12B 22.91 9.42 12.68
  Parnassus Core Equity Investor 13.68B 22.69 9.19 12.44
  Parnassus Endeavor Investor 3.18B 18.36 7.64 12.94
  Parnassus Endeavor Institutional 1.74B 18.62 7.89 -
  Parnassus Mid-Cap 1.29B 19.65 3.69 8.62

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 67.61B 23.67 6.60 10.36
  Fidelity Extended Market Index Ins 44.55B 25.83 5.29 10.37
  Fidelity Mid Cap Index Fund Institu 39.65B 24.09 7.79 10.45
  Vanguard Extended Market Index Inst 37.25B 25.82 5.30 -
  Vanguard Extended Market Idx Adm 27.67B 25.77 5.26 10.36

Top Holdings

Name ISIN Weight % Last Change %
  Fidelity National Info US31620M1062 3.90 82.34 +1.15%
  TransUnion US89400J1079 3.84 95.53 +1.26%
  CBRE A US12504L1098 3.67 131.92 +1.08%
  JB Hunt US4456581077 3.65 171.57 +0.60%
  Cboe Global US12503M1080 3.55 194.41 +0.68%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Neutral
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Buy
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