PFPMX Mutual Fund
PFPMX Mutual Fund
NAV$40.91
AUM$1.4B
TER0.75%
Holdings41
See how much of PFPMX you already own
PFPMX Mutual Fund
NAV$40.91
Parnassus Mid Cap Fund Institutional Shares
AUM$1.4B
TER0.75%
Holdings41
See how much of PFPMX you already own
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 41 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.