PFPLX Mutual Fund
PFPLX Mutual Fund
NAV$14.65
AUM$57M
TER0.39%
Holdings106
See how much of PFPLX you already own
PFPLX Mutual Fund
NAV$14.65
Parnassus Fixed Income Fund Institutional Class
AUM$57M
TER0.39%
Holdings106
See how much of PFPLX you already own
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.