PARMX : Parnassus Mid Cap Fund

PARMX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

PARMX

Parnassus Mid Cap Fund

FI Score

55 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

55% FI Score
  • parmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Parnassus Mid Cap Fund

Expenses: 0.99% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
3.87% Republic Services Inc Class A
3.85% Hologic Inc
3.55% Cerner Corp
3.46% Xylem Inc
3.37% Teleflex Inc
3.19% Nuance Communications Inc
2.98% Verisk Analytics Inc
2.94% Jack Henry & Associates Inc
2.93% Digital Realty Trust Inc
2.74% Synopsys Inc
2.74% Americold Realty Trust
2.72% Motorola Solutions Inc
2.68% Cadence Design Systems Inc
2.63% Roper Technologies Inc
2.48% Idacorp Inc
2.47% Trimble Inc
2.33% Clorox Co
2.29% O'Reilly Automotive Inc
2.26% FedEx Corp
2.26% KLA Corp
2.23% C.H. Robinson Worldwide Inc
2.15% Pentair PLC
2.11% VF Corp
2.07% Autodesk Inc
2.03% First Republic Bank

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