PECAX Mutual Fund

PECAX Mutual Fund (JPMorgan SMID Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $103.6M in net assets. PECAX expense ratio is 1.09%, holding 109 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1992-05-01.

PECAX performance shows a YTD return of 8.08%. The 1-year return is 6.46% and the 5-year return is 2.47%. PECAX dividend yield stands at 7.02%, paid annually.

PECAX top holdings include JPMorgan Prime Money Market Fund, Class IM (3.3%), Performance Food Group Co (1.7%), Waste Connections Inc (1.6%), Steris Plc (1.6%), Reliance Steel & Aluminum Co. (1.4%). Go to all PECAX holdings, PECAX sectors, or PECAX dividends.

PECAX can be compared against other funds. Use PECAX overlap to find shared positions, or PECAX vs another fund for a side-by-side view. PECAX alternatives are available via the screener, along with tax-loss harvesting opportunities.