PFPRX Mutual Fund
NAV$58.71
AUM$172M
TER0.68%
Holdings43
PFPRX Mutual Fund
NAV$58.71
Parnassus Mid Cap Growth Fund Institutional Class
AUM$172M
TER0.68%
Holdings43
PFPRX Mutual Fund Overlap Analysis
PFPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, PFPRX may share significant positions with broad-market funds.
PFPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFPRX tax-loss harvesting finds highly correlated but non-identical funds.