PSEPX Mutual Fund (1789 Growth and Income Fund Class P) is managed by Pinnacle Capital Management with $12.7M 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 2.30%. The 1-year return is 6.55% and the 5-year return is 8.14%. PSEPX dividend yield stands at 1.62%, paid quarterly.

PSEPX top holdings include Cummins Inc. (8.3%), Broadcom Inc (8.2%), Jpmorgan Chase (6.6%), Lockheed Martin Corp (6.1%), Packaging Corp. Of America (5.7%). 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.