PSEPX Mutual Fund

PSEPX Mutual Fund (1789 Growth and Income Fund Class P) is managed by Pinnacle Capital Management with $10.0M in net assets. PSEPX expense ratio is 1.02%, holding 21 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2013-08-28.

PSEPX performance shows a YTD return of -2.61%. The 1-year return is -3.78% and the 5-year return is 7.04%. PSEPX dividend yield stands at 1.59%, paid quarterly.

PSEPX top holdings include Broadcom Inc (8.7%), Cummins Inc. (7.5%), Jpmorgan Chase (7.2%), Packaging Corp. Of America (6.3%), Mastercard Inc (5.8%). Go to all PSEPX holdings, PSEPX sectors, or PSEPX dividends.

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