Parnassus Mid Cap Fund Filter Stocks by Fundamentals
PFPMX Fund | USD 40.57 0.19 0.47% |
Parnassus Mid Cap fundamentals help investors to digest information that contributes to Parnassus Mid's financial success or failures. It also enables traders to predict the movement of Parnassus Mutual Fund. The fundamental analysis module provides a way to measure Parnassus Mid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Parnassus Mid mutual fund.
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Fund Asset Allocation for Parnassus Mid
The fund consists of 96.82% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Parnassus Mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Parnassus Fundamentals
Total Asset | 4.15 B | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 7.43 % | |||
One Year Return | 26.32 % | |||
Three Year Return | 2.82 % | |||
Five Year Return | 7.72 % | |||
Ten Year Return | 11.63 % | |||
Net Asset | 5.83 B | |||
Minimum Initial Investment | 100 K | |||
Cash Position Weight | 3.18 % | |||
Equity Positions Weight | 96.82 % |
About Parnassus Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Parnassus Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Parnassus Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Parnassus Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its net assets in mid-sized companies. The funds managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index includes approximately 800 of the smallest companies in the Russell 1000 Index. The fund may normally invest up to 20 percent of its net assets in smaller- and larger-capitalization companies.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Parnassus Mid in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Parnassus Mid's short interest history, or implied volatility extrapolated from Parnassus Mid options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Parnassus Mid Cap using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Parnassus Mid Piotroski F Score and Parnassus Mid Altman Z Score analysis. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Complementary Tools for Parnassus Mutual Fund analysis
When running Parnassus Mid's price analysis, check to measure Parnassus Mid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Parnassus Mid is operating at the current time. Most of Parnassus Mid's value examination focuses on studying past and present price action to predict the probability of Parnassus Mid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Parnassus Mid's price. Additionally, you may evaluate how the addition of Parnassus Mid to your portfolios can decrease your overall portfolio volatility.
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