More personnel changes on Parnassus Mid Cap warrant caution and merit a People rating downgrade to Average from Above Average.
Parnassus Mid Cap Fund PARMX
- NAV / 1-Day Return 41.98 / +0.53 %
- Total Assets 2.4B
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.750%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.19%
- Turnover 53%
USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PARMX
Will PARMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
KLA Corp | 4.81 | 122M | Technology |
Bank of New York Mellon Corp | 4.57 | 115M | Financial Services |
NXP Semiconductors NV | 3.53 | 89M | Technology |
Xylem Inc | 3.23 | 82M | Industrials |
Synopsys Inc | 3.18 | 81M | Technology |
Lam Research Corp | 3.18 | 80M | Technology |
US Foods Holding Corp | 3.17 | 80M | Consumer Defensive |
CMS Energy Corp | 3.14 | 79M | Utilities |
Hubbell Inc | 3.13 | 79M | Industrials |
Vulcan Materials Co | 3.04 | 77M | Basic Materials |