PRILX Mutual Fund
PRILX Mutual Fund
NAV$63.20
AUM$7.7B
TER0.61%
Holdings38
PRILX Mutual Fund
NAV$63.20
Parnassus Core Equity Fund Institutional Shares
AUM$7.7B
TER0.61%
Holdings38
PRILX Mutual Fund Overlap Analysis
PRILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PRILX may share significant positions with broad-market funds.
PRILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRILX tax-loss harvesting finds highly correlated but non-identical funds.