Parnassus Mid Cap Fund Institutional Shares

Frequently Asked Questions About PFPMX

What are the top holdings of PFPMX?

A machine-readable holdings disclosure for Parnassus Mid Cap Fund Institutional Shares (PFPMX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does PFPMX invest in?

Parnassus Mid Cap Fund Institutional Shares (PFPMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is PFPMX most exposed to?

PFPMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is PFPMX a US-only fund?

The country allocation card on this page shows PFPMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does PFPMX invest in?

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.