PECAX Mutual Fund

PECAX Mutual Fund (JPMorgan SMID Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $95.1M in net assets. PECAX expense ratio is 1.09%, holding 113 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1992-05-01.

PECAX performance shows a YTD return of 7.35%. The 1-year return is 3.27% and the 5-year return is 2.09%. PECAX dividend yield stands at 7.07%, paid annually.

PECAX top holdings include Waste Connections Inc Common Stock Cad 0 (1.7%), Steris Plc Ordinary Shares (1.6%), First Horizon National Corp (1.5%), Performance Food Group Co (1.5%), Evercore, Inc. Class A (1.5%). 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.