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-0.000406103150200111 -5.80147357428259E-05 -0.00156639786505778 -0.00226257469397219 0.00522132621685912 0.00429309044497308 0.00812206300400305 0.0128212565991762
Stock impact report

Parnassus Mid Cap Fund Q4 2025 Commentary [Seeking Alpha]

Ingersoll Rand Inc. (IR) 
Last ingersoll rand inc. earnings: 1/29 06:30 am Check Earnings Report
Company Research Source: Seeking Alpha
The Russell Midcap Index ended a strong year, offering double-digit returns for the year despite finishing the fourth quarter nearly flat. For the year-to-date period, the Fund (Investor Shares) returned 12.85% (net of fees), outperforming the Russell Midcap Index's 10.60% return. Guido Mieth/DigitalVision via Getty Images Market Review The Russell Midcap Index ended a strong year, offering double-digit returns for the year despite finishing the fourth quarter nearly flat. The Index hit a record high in December as investors continued to focus This article was written by Quick Insights AI-related holdings, notably in semiconductors and storage, drove outperformance; I reduced the overweight to AI in Q4 to rebalance after strong gains. I added Ingersoll Rand, CMS Energy, and Chipotle to increase exposure to cyclicals and defensives, while exiting overvalued or structurally challenged tech and insurance names. I am relatively optimistic for 2026, expecting mid-caps to Show less Read more
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