PFPGX Mutual Fund

PFPGX Mutual Fund (Parnassus Growth Equity Fund Institutional Class) is managed by Parnassus Funds with $80.0M 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 3.61%. The 1-year return is 10.99%. PFPGX dividend yield stands at 9.39%, paid annually.

PFPGX top holdings include Alphabet Inc Common Stock USD 0.001 (11.6%), Nvidia Corp. (10.5%), Microsoft Corp (4.7%), Apple, Inc (4.5%), Meta Platforms, Inc. (4.4%). 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.