Parnassus Mid Cap PARMX, Parnassus Mid Cap Growth PARNX, and Parnassus Value Equity PARWX each owned Signature Bank SBNY, but the damage was relatively limited, and their Morningstar Analyst Ratings are unchanged.
- NAV / 1-Day Return 33.08 / 0.12 %
- Total Assets 5.8 Bil
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.22%
- Turnover 35%
Morningstar’s Analysis PFPMX
Will PFPMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
A Few Parnassus Funds Caught in Banking Turmoil, but Damage Limited; Ratings Unchanged
Analyst Note
|- Current Portfolio Date Feb 28, 2023
- Equity Holdings 39
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector