PFPMX Mutual Fund

NAV$42.26

AUM$1.4B

TER0.75%

Holdings42

PFPMX Mutual Fund

NAV$42.26

Parnassus Mid Cap Fund Institutional Shares

AUM$1.4B

TER0.75%

Holdings42

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Holdings Overlap Analysis

Compare PFPMX 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 PFPMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFPMX Mutual Fund Overlap Analysis

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

PFPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PFPMX may share significant positions with broad-market funds.

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