Parnassus Fixed Income Fund - Institutional Shares (PFPLX) Research
This fund typically allocates a minimum of 80% of its net assets (including any borrowed capital for investment purposes) to a diverse range of bonds and other income-generating debt instruments. Its primary holdings consist of corporate debt, U.S. Treasury obligations, and supranational agency bonds, with a notable emphasis on corporate issues. The portfolio also has the flexibility to include securities from U.S. government agencies, alongside commercial and residential mortgage-backed securities, and other asset-backed instruments. While predominantly focused on domestic investments, the fund may, to a lesser degree, also hold foreign securities denominated in U.S. dollars.
Market snapshot
- Symbol
- PFPLX
- Price
- $14.73
- Day change
- +0.07%
- Market cap
- $85.9M
- 52-week range
- 14.46-15.29
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
- AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
- Soundwatch Hedged Equity Fund - Institutional Class (BHHEX)
- BMO Moderate Allocation Fund - Y (BMBYX)
- CLS Flexible Income Fund Class N (CLFLX)
- Eaton Vance New York Municipal Income Trust (EVY)
- Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
- Tributary Growth Opportunities Fd Instl (FOGRX)
Open Parnassus Fixed Income Fund - Institutional Shares (PFPLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.