PFPWX Mutual Fund
PFPWX Mutual Fund
Parnassus Value Equity Fund Institutional Shares
PFPWX Mutual Fund Overview
PFPWX Mutual Fund (Parnassus Value Equity Fund Institutional Shares) is managed by Parnassus Funds. PFPWX expense ratio is 0.65%, holding 46 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2015-04-30.
PFPWX performance shows a YTD return of 15.07%. The 1-year return is 31.67% and the 5-year return is 9.41%. PFPWX dividend yield stands at 10.61%, paid annually.
PFPWX top holdings include Amazon.Com Inc (5.1%), 'alphabet Inc., Class 'a'' (4.4%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Bank Of New York Mellon (3.5%), Jp Morgan Chase & Co (3.4%). View all PFPWX holdings, sector breakdown, or dividend history.
PFPWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFPWX alternatives are available via the screener, along with tax-loss harvesting opportunities.