PARWX Mutual Fund
PARWX Mutual Fund
NAV$64.93
TER0.88%
Holdings47
See how much of PARWX you already own
PARWX Mutual Fund
NAV$64.93
Parnassus Value Equity Fund Investor Shares
TER0.88%
Holdings47
See how much of PARWX you already own
PARWX Mutual Fund Overlap Analysis
PARWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PARWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, PARWX may share significant positions with broad-market funds.
PARWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PARWX tax-loss harvesting finds highly correlated but non-identical funds.