PRFIX Mutual Fund

NAV$14.64

Fund Essentials

Net Assets
$157M
Expense Ratio
0.58%
Dividend Yield (Current)
3.83%
Holdings
106
Inception Date
Aug 31, 1992
Fund Family
Parnassus Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.80%
1 Year+4.19%
3 Year+0.46%
5 Year-0.63%
10 Year+1.29%

Asset Allocation

Stocks: 1.84%
Bonds: 93.19%
Other: 4.97%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.83%
Frequency
Monthly
Latest Distribution
$0.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PRFIX Mutual Fund Overview

PRFIX Mutual Fund (Parnassus Fixed Income Fund Investor Class) is managed by Parnassus Funds with $157.2M in net assets. PRFIX expense ratio is 0.58%, holding 106 positions across various sectors. Inception date: 1992-08-31.

PRFIX performance shows a YTD return of 1.80%. The 1-year return is 4.19% and the 5-year return is -0.63%. PRFIX dividend yield stands at 3.83%, paid monthly.

PRFIX top holdings include a diversified portfolio. View all PRFIX holdings, sector breakdown, or dividend history.

PRFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PRFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.