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PARMX

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1m

Analysis and statistics

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About

PARMX.US refers to the Parnassus Mid Cap Fund Investor Shares, a mutual fund offered by Parnassus Investments. The fund primarily invests in mid-sized companies with market capitalizations similar to those in the Russell Midcap Index. Parnassus Investments is known for its socially responsible investing approach, which considers environmental, social, and governance (ESG) factors when making investment decisions. Therefore, the fund's holdings are selected based not only on financial metrics but also on their adherence to certain ESG criteria. Investors seeking exposure to mid-cap companies with a focus on socially responsible investing may find this fund suitable for their portfolio.
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Factors

Expense Ratio: Higher expenses reduce returns, lowering the fund's price.

Management Expertise: Skilled managers can improve performance and price.

Fund Size: Larger funds may face challenges impacting returns and price.

Market Conditions: Overall market upturns or downturns affect the fund's assets' price.

Underlying Assets: Performance of holdings impacts the fund's value and price.

Fund Flows: Inflows and outflows affect the fund's ability to manage assets and price.

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