PFPWX Mutual Fund
PFPWX Mutual Fund
PFPWX Mutual Fund
Parnassus Value Equity Fund Institutional Shares
PFPWX Mutual Fund Overview
PFPWX Mutual Fund (Parnassus Value Equity Fund Institutional Shares) is managed by Parnassus Funds. PFPWX expense ratio is 0.65%, holding 47 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-04-30.
PFPWX performance shows a YTD return of 17.29%. The 1-year return is 29.48% and the 5-year return is 9.74%. PFPWX dividend yield stands at 10.50%, paid annually.
PFPWX top holdings include Amazon.Com Inc (5.1%), Alphabet Inc Common Stock USD 0.001 (4.4%), Microsoft Corp (3.6%), Bank Of New York Mellon Corp (3.5%), Jpmorgan Chase (3.4%). Go to all PFPWX holdings, PFPWX sectors, or PFPWX dividends.
PFPWX can be compared against other funds. Use PFPWX overlap to find shared positions, or PFPWX vs another fund for a side-by-side view. PFPWX alternatives are available via the screener, along with tax-loss harvesting opportunities.