Parnassus Mid Cap Fund (PARMX) Research

The fund primarily commits at least 80% of its net assets to companies with a mid-range market capitalization. Management defines a "mid-sized company" as an entity whose market value, at the time of acquisition, falls between the smallest and largest constituents of the Russell Midcap® Index. This particular index is comprised of approximately 800 of the smaller companies listed within the broader Russell 1000® Index. However, the fund maintains the flexibility to allocate up to 20% of its net assets to businesses with either smaller or larger market capitalizations.

Market snapshot

Symbol
PARMX
Price
$42.12
Day change
+1.64%
Market cap
$2.5B
52-week range
36.45-42.57
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds International Vantage Fund (AIVFX)
  • Baron Focused Growth Fund (BFGUX)
  • Columbia Select Large Cap Value Fund (CSVZX)
  • Fidelity Stock Sector Mid Cap Fund (FSSMX)
  • BNY Mellon S&P 500 Index Fund (PEOPX)
  • USAA Growth Fund (UIGRX)
  • AMG Yacktman Focused Fund (YAFFX)
  • AMG Funds - AMG Yacktman Focused Fund (YAFIX)

Open Parnassus Mid Cap Fund (PARMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.