PFPMX Mutual Fund
PFPMX Mutual Fund
PFPMX Mutual Fund
Parnassus Mid Cap Fund Institutional Shares
PFPMX Mutual Fund Overview
PFPMX Mutual Fund (Parnassus Mid Cap Fund Institutional Shares) is managed by Parnassus Funds with $1.41B in net assets. PFPMX expense ratio is 0.75%, holding 41 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2015-04-30.
PFPMX performance shows a YTD return of 6.93%. The 1-year return is 11.10% and the 5-year return is 4.33%. PFPMX dividend yield stands at 9.72%, paid annually.
PFPMX top holdings include Bank Of New York Mellon Corp/The Bk Us Equity (4.8%), C B O E Holdings Inc. (3.7%), Xylem Inc./ NY (3.3%), Us Foods Holding Corp (3.3%), Ferguson Enterprises Inc 0.00 (3.1%). Go to all PFPMX holdings, PFPMX sectors, or PFPMX dividends.
PFPMX can be compared against other funds. Use PFPMX overlap to find shared positions, or PFPMX vs another fund for a side-by-side view. PFPMX alternatives are available via the screener, along with tax-loss harvesting opportunities.