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Parnassus Mid Cap Fund (PFPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.14+0.31 (+0.82%)
At close: 08:00PM EDT

Parnassus Mid Cap Fund

San Francisco CA 94105

1 Market Street, Suite 1600

PARNASSUS FUNDS

Management information
Ian E. Sexsmith,Lead manager since 31 December 2023
Ian Sexsmith is the lead portfolio manager of the Parnassus Mid Cap Growth strategy, a portfolio manager of the Mid Cap strategy and a senior analyst. He is responsible for portfolio management of the firm’s Mid Cap Growth and Mid Cap strategies. Ian joined Parnassus Investments in 2011 after serving as a Parnassus research intern. Prior to joining Parnassus, he worked at Scotiabank and TD Bank Financial Group in Toronto. Ian received his bachelor’s of commerce degree from the University of Manitoba, Canada, and his MBA from the University of California, Berkeley. He is a CFA charterholder and member of the CFA Society of San Francisco.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyParnassus
Net assets3.36B
YTD return0.64%
Yield0.54%
Morningstar rating★★
Inception date28 Apr 2005

Fund operations

Last dividend0.21
Last cap gain14.00
Holdings turnover42.45%
Average for categoryN/A

Fees and expenses

ExpensePFPMXCategory average
Annual report expense ratio (net)0.96%0.94%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio0.97%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A