PSEPX Mutual Fund (1789 Growth and Income Fund Class P) is managed by Pinnacle Capital Management with $12.8M in net assets. PSEPX expense ratio is 1.03%, holding 18 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2013-08-28.

PSEPX performance shows a YTD return of 5.56%. The 1-year return is 13.29% and the 5-year return is 11.26%. PSEPX dividend yield stands at 1.57%, paid quarterly.

PSEPX top holdings include Broadcom Inc (11.0%), Jpmorgan Chase & Co (8.0%), Cummins Inc. (7.5%), C M E Group Inc. (6.3%), Nextera Energy Inc. (5.8%). View all PSEPX holdings, sector breakdown, or dividend history.

PSEPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.