PFPGX Mutual Fund

PFPGX Mutual Fund (Parnassus Growth Equity Fund Institutional Class) is managed by Parnassus Funds with $83.0M in net assets. PFPGX expense ratio is 0.63%, holding 39 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2022-12-28.

PFPGX performance shows a YTD return of 8.25%. The 1-year return is 15.60%. PFPGX dividend yield stands at 8.99%, paid annually.

PFPGX top holdings include Nvidia Corp (11.2%), Alphabet Inc,class A (10.7%), Microsoft Corp (4.9%), Broadcom Inc (4.3%), Apple, Inc (4.1%). Go to all PFPGX holdings, PFPGX sectors, or PFPGX dividends.

PFPGX can be compared against other funds. Use PFPGX overlap to find shared positions, or PFPGX vs another fund for a side-by-side view. PFPGX alternatives are available via the screener, along with tax-loss harvesting opportunities.