Nasdaq - Delayed Quote USD

1789 Growth and Income P (PSEPX)

19.21 +0.18 (+0.95%)
At close: 8:05 AM EST
Loading Chart for PSEPX
DELL
  • Previous Close 19.03
  • YTD Return 14.65%
  • Expense Ratio 1.03%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 30.9M
  • Beta (5Y Monthly) 0.68
  • Yield 1.57%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.19
  • Inception Date Jan 21, 2011

The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds ("ETFs") that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.

Pinnacle Capital Management

Fund Family

Large Value

Fund Category

30.9M

Net Assets

2011-01-21

Inception Date

Performance Overview: PSEPX

View More

Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

PSEPX
14.65%
Category
4.44%
 

1-Year Return

PSEPX
27.65%
Category
14.37%
 

3-Year Return

PSEPX
7.47%
Category
6.04%
 

5-Year Return

PSEPX
8.77%
Category
9.20%
 

People Also Watch

Holdings: PSEPX

View More

Top 10 Holdings (55.56% of Total Assets)

SymbolCompany% Assets
UNH
UnitedHealth Group Incorporated 6.09%
NEE
NextEra Energy, Inc. 5.68%
LMT
Lockheed Martin Corporation 5.67%
JPM
JPMorgan Chase & Co. 5.65%
FNF
Fidelity National Financial, Inc. 5.63%
PKG
Packaging Corporation of America 5.57%
INGR
Ingredion Incorporated 5.54%
RSG
Republic Services, Inc. 5.35%
IPG
The Interpublic Group of Companies, Inc. 5.20%
CMI
Cummins Inc. 5.16%

Sector Weightings

SectorPSEPX
Industrials   16.78%
Healthcare   14.35%
Technology   9.41%
Utilities   5.89%
Real Estate   0.00%
Energy   0.00%

Recent News: PSEPX

View More

Research Reports: PSEPX

View More

Top Mutual Funds