Mid-Cap Fund
Fund Overview
Fund Highlights
- This fund looks for companies with established businesses but are still developing companies.
- Ben E. Allen, Matthew Gershuny and Lori A. Keith manage the Mid-Cap Fund with help from the Parnassus research team.
- The Mid-Cap Fund invests in companies with market values of between $3 and $20 billion.
- Mid-Cap Fund Fact Sheet
Fund Risks
- The fund invests in common stocks, which represent the lowest position in a company's capital structure. Common stock prices can be volatile and fluctuate based on companies' financial condition and overall market conditions.
- The fund invests in the stocks of smaller companies, which are generally riskier than larger companies, and the fund's share price may be more volatile than funds that invest in larger companies.
Portfolio Manager
Ben E. Allen
More
portfolio Manager
Matthew Gershuny
More
portfolio Manager
Lori A. Keith
More