PARMX Mutual Fund
NAV$40.35
AUM$2.1B
TER0.95%
Holdings42
PARMX Mutual Fund
NAV$40.35
Parnassus Mid Cap Fund Investor Shares
AUM$2.1B
TER0.95%
Holdings42

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PARMX Mutual Fund Overlap Analysis
PARMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PARMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PARMX may share significant positions with broad-market funds.
PARMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PARMX tax-loss harvesting finds highly correlated but non-identical funds.