Parnassus Funds (PARMX)
General Fund Information
Parnassus Funds
One Market - Steuart Tower #1600  
San Francisco CA 94105
(800) 999-3505
Category:Domestic Equity Funds
Assets: ($ millions)$1,941.7

Account min.:$2,000
Reinvest. min.:$50
IRA account min.:$500
IRA reinvest min.:50.00
Max. defer. load: 
Max. front load: 
Avg. P/E:28.11
Avg. P/B:6.37
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Parnassus Mid-Cap Fund invests in medium-sized companies (defined as those with market capitalizations** between $3 billion and $20 billion) that have promising growth prospects and also have proven businesses.
Social Issues03/31/18
Shareholder activism:YES
Community investment:YES
Human rights:P
Products and Services:P
Animal testing:P
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
Year to date: -1.84% 72
1 Year: 7.90% 71
Annualized returns:
3 Year: 8.70% 29
5 Year: 11.19% 45
10 Year: 10.79% 13
Since inception: 9.35% 56
Inception date: 04/29/05  
Bear Market: -20.42%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
Alpha 3YR:1.85
Alpha 5YR:2.07
Beta 3YR:0.74
Beta 5YR:0.75
R. Squared 3YR:88.02
R. Squared 5YR:85.22
Sharpe 3YR:0.93
Sharpe 5YR:1.20
Std. Dev. 3YR:8.97
Std. Dev. 5YR:8.97
Sector Distribution 
Cap. Goods & Tech.17.65% 
Consumer Cyclicals56.56% 
Consumer Non-Cyclicals9.76% 
Parnassus Funds