Nasdaq - Delayed Quote USD

Parnassus Mid Cap Growth Fund (PFPRX)

57.17
-0.19
(-0.33%)
At close: 4:52:30 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.31%
5y Average Return 9.12%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 35.77%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 35.77%
Worst 3Y Total Return -2.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PFPRX
Category
YTD
-10.30%
10.80%
1-Month
-0.40%
4.43%
3-Month
-15.36%
7.00%
1-Year
-0.96%
48.17%
3-Year
6.67%
21.26%
5-Year
7.24%
20.18%
10-Year
6.72%
14.07%
Last Bull Market
17.60%
27.14%
Last Bear Market
-21.90%
-21.26%

Annual Total Return (%) History

Year
PFPRX
Category
2025
--
--
2024
10.68%
--
2023
35.77%
--
2022
-33.45%
--
2021
9.50%
--
2020
28.81%
39.26%
2019
29.98%
32.52%
2018
-9.57%
-6.65%

2017
16.25%
23.91%
2016
13.60%
6.03%
2015
--
-0.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.94% -- -- --
2024 7.88% -3.17% 8.57% -2.42%
2023 13.74% 4.39% -1.13% 15.65%
2022 -15.63% -21.90% -2.78% 3.89%
2021 0.94% 6.70% -2.43% 4.20%
2020 -19.63% 25.81% 7.90% 18.06%
2019 15.23% 4.28% 1.70% 6.35%
2018 -3.38% 1.07% 6.41% -12.98%
2017 5.12% 4.23% 1.28% 4.76%
2016 -1.10% -0.47% 9.00% 5.88%

2015 -6.28% 3.68% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 71
3-Month 85
1-Year 77
3-Year 42
5-Year 76

Load Adjusted Returns

1-Year -0.96%
3-Year 6.67%
5-Year 7.24%
10-Year 6.72%

Performance & Risk

YTD Return -1.31%
5y Average Return 9.12%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Parnassus
Net Assets 721.34M
YTD Return -10.30%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2015

Fund Summary

The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in mid-sized growth companies. The fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization grows or falls outside the ranges of the Russell Midcap® Growth Index, which are subject to change. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.

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