PFPMX Mutual Fund

PFPMX Mutual Fund (Parnassus Mid Cap Fund Institutional Shares) is managed by Parnassus Funds with $1.16B in net assets. PFPMX expense ratio is 0.75%, holding 40 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-04-30.

PFPMX performance shows a YTD return of 1.22%. The 1-year return is 2.44% and the 5-year return is 4.03%. PFPMX dividend yield stands at 0.41%, paid annually.

PFPMX top holdings include Bank Of New York Mellon Corp (4.7%), Agilent Technologies Inc (3.7%), Cboe Global Markets Inc. (3.5%), Kla Corp. (3.5%), Republic Svcs (3.5%). 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.