PARMX Mutual Fund
PARMX Mutual Fund
NAV$41.47
AUM$2.1B
TER0.95%
Holdings41
See how much of PARMX you already own
PARMX Mutual Fund
NAV$41.47
Parnassus Mid Cap Fund Investor Shares
AUM$2.1B
TER0.95%
Holdings41
See how much of PARMX you already own
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 41 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.