NASDAQ · Asset Management

Parnassus Mid Cap Fund Institutional Shares (PFPMX) Stock

$42.29 +0.50% NASDAQ: PFPMX Financial Services

The Parnassus Mid Cap Fund typically allocates a significant portion of its net assets – at least 80% – to companies classified as mid-sized. Management defines a mid-sized company as one whose market capitalization falls within the range of the smallest and largest components of the Russell Midcap® Index, assessed at the time of investment.

Valuation

MetricValue
Price$42.29
Market Cap$2.57B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$43.18
52-Week Low$36.66
Dividend Yield

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y15.00%
Return 3Y47.15%
Return 5Y26.62%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AIVEXAmerican Funds International Vntg F-1 $22.32 +0.00% $2.76B 2.82%
ARGFXAriel Fund Investor $87.64 +1.15% $3.04B 10.11%
BBHLXBBH Partner Fund - International Eq I $23.67 +3.09% $2.62B 1.49%
BFGFXBaron Focused Growth Fund Retail Shs $61.48 -1.96% 24.83 $3.07B 0.00%
BFGIXBaron Focused Growth Fund Inst Shs $64.68 -1.96% 24.83 $3.07B 0.00%

About Parnassus Mid Cap Fund Institutional Shares

The Parnassus Mid Cap Fund typically allocates a significant portion of its net assets – at least 80% – to companies classified as mid-sized. Management defines a mid-sized company as one whose market capitalization falls within the range of the smallest and largest components of the Russell Midcap® Index, assessed at the time of investment. The Russell Midcap® Index is composed of approximately 800 of the smaller companies found within the Russell 1000® Index. Furthermore, the fund has the flexibility to invest up to 20% of its total net assets in businesses with either smaller or larger market capitalizations.

Parnassus Mid Cap Fund Institutional Shares is headquartered in US.

Parnassus Mid Cap Fund Institutional Shares (PFPMX) stock trades at $42.29 with a market capitalization of $2.57B. Over the past 52 weeks the stock has ranged between $36.66 and $43.18, and currently trades 2.1% below its 52-week high.

Official website: www.parnassus.com/parnassus-mutual-funds/mid-cap/institutional-shares

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