PFPMX Mutual Fund
PFPMX Mutual Fund
Parnassus Mid Cap Fund Institutional Shares

PFPMX Mutual Fund Overview
PFPMX Mutual Fund (Parnassus Mid Cap Fund Institutional Shares) is managed by Parnassus Funds with $1.41B in net assets. PFPMX expense ratio is 0.75%, holding 42 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-04-30.
PFPMX performance shows a YTD return of 6.85%. The 1-year return is 19.69% and the 5-year return is 7.16%. PFPMX dividend yield stands at 9.28%, paid annually.
PFPMX top holdings include Bank Of New York Mellon Corp (4.8%), Cboe Global Market (3.7%), Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin (3.4%), Cms Energy Corp. (3.4%), Ferguson Enterprises (3.4%). View all PFPMX holdings, sector breakdown, or dividend history.
PFPMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFPMX alternatives are available via the screener, along with tax-loss harvesting opportunities.