Parnassus Mid Cap Fund PARMX

Medalist Rating as of | See Parnassus Investment Hub
  • 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.

A reorganized management duo needs to prove it can execute.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

More personnel changes on Parnassus Mid Cap warrant caution and merit a People rating downgrade to Average from Above Average.

Rated on Published on

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Portfolio Holdings PARMX

  • 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

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