Parnassus Mid Cap Fund Institutional Shares PFPMX

NAV and 1-Day Return as of Oct 26, 2026, 9:06:42 PM

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFPMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PFPMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PFPMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Stephen Welch

Senior Analyst

A difficult stretch of performance has prompted changes at Parnassus Mid Cap, though the strategy’s sensible approach remains intact.

by Stephen Welch

Rated on Sep 17, 2026 Published on Sep 17, 2026

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Portfolio Holdings PFPMX

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Bank of New York Mellon Corp	4.67	100M	Financial Services
Agilent Technologies Inc	3.66	79M	Healthcare
Cboe Global Markets Inc	3.50	75M	Financial Services
KLA Corp	3.47	75M	Technology
Republic Services Inc	3.47	74M	Industrials
Synopsys Inc	3.42	73M	Technology
NXP Semiconductors NV	3.32	71M	Technology
Williams Companies Inc	3.15	68M	Energy
US Foods Holding Corp	3.15	68M	Consumer Defensive
Ferguson Enterprises Inc	3.15	68M	Industrials