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Barron's—Growth and Value Mix in a Top-Performing ESG Fund

Matthew Gershuny and Lori Keith, Portfolio Managers of the Parnassus Mid Cap Fund, discuss how they have combined “value and growth stocks to mitigate losses during market downturns”.

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As of 03/31/2017, Fortive Corp. represented 2.7% of the Parnassus Mid Cap Fund’s TNA. Motorola Solutions represented 4.5% of the Parnassus Fund’s TNA, 3.1% of the Parnassus Core Equity Fund’s TNA and 4.0% of the Parnassus Mid Cap Fund’s TNA. Danaher Corp. represented 4.5% of the Parnassus Core Equity Fund’s TNA. Waste Management Inc. represented 2.3% of the Parnassus Core Equity Fund’s TNA, 1.1% of the Parnassus Mid Cap Fund’s TNA and 1.8% of the Parnassus Fixed Income Fund. Verisk Analytics Inc. represented 2.2% of the Parnassus Core Equity Fund’s TNA, 3.6% of the Parnassus Mid Cap Fund’s TNA and 1.0% of the Parnassus Fixed Income Fund’s TNA. Patterson Companies represented 3.1% of the Parnassus Fund’s TNA, 1.7% of the Parnassus Core Equity Fund’s TNA and 3.4% of the Parnassus Mid Cap Fund’s TNA. Perrigo represented 4.1% of the Parnassus Endeavor Fund’s TNA, 1.2% of the Parnassus Mid Cap Fund’s TNA and 4.1% pf the Parnassus Asia Fund’s TNA. MDU Resources Group represented 2.0% of the Parnassus Core Equity Fund’s TNA and 3.0% of the Parnassus Mid Cap Fund’s TNA.