PFPLX Mutual Fund

NAV$14.65

AUM$57M

TER0.39%

Holdings106

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PFPLX Mutual Fund

NAV$14.65

Parnassus Fixed Income Fund Institutional Class

AUM$57M

TER0.39%

Holdings106

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

PFPLX Mutual Fund Overlap Analysis

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

PFPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, PFPLX may share significant positions with broad-market funds.

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