Advertisement
Skip to Content
Morningstar

Parnassus Mid Cap Growth Investor PARNX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 47.78  /  0.36 %
  • Total Assets 736.7 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PARNX

Will PARNX outperform in future?

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 PARNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PARNX 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 PARNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stable team at the helm.

Senior Analyst

Summary

| by Stephen Welch

Despite some process concerns, Parnassus Mid Cap Growth’s skilled managers and stable investment support earn it a Morningstar Analyst Rating of Bronze for both share classes.

Unlock our full analysis with Morningstar Investor