PECAX Mutual Fund

PECAX Mutual Fund (JPMorgan SMID Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $109.4M 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 2.57%. PECAX dividend yield stands at 7.02%, paid annually.

PECAX top holdings include Jpmorgan Prime Money Market Fund, Class Im (3.2%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.9%), Nvent Electric Pl (1.7%), Hayward Acquisition Inc (1.6%), Performance Food Group Co (1.6%). 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.