PFGEX Mutual Fund

NAV$30.72

AUM$62M

TER0.84%

Holdings39

PFGEX Mutual Fund

NAV$30.72

Parnassus Growth Equity Fund Class Investor

AUM$62M

TER0.84%

Holdings39

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PFGEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PFGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFGEX Mutual Fund Overlap Analysis

PFGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PFGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, PFGEX may share significant positions with broad-market funds.

PFGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFGEX tax-loss harvesting finds highly correlated but non-identical funds.