Morningstar

1789 Growth and Income Fund Class C PSECX

Morningstar Medalist Rating
Medalist Rating as of | See Pinnacle Investment Hub
  • NAV / 1-Day Return 18.73  /  +0.92 %
  • Total Assets 27.4M
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 4%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:44 AM GMT+0

Morningstar’s Analysis PSECX

Will PSECX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSECX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSECX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

1789 Growth and Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSECX

More PSECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

9.88 3M
Technology

Cummins Inc

8.69 3M
Industrials

JPMorgan Chase & Co

6.64 2M
Financial Services

NextEra Energy Inc

5.82 2M
Utilities

CME Group Inc Class A

5.62 2M
Financial Services

Packaging Corp of America

5.43 2M
Consumer Cyclical

Mastercard Inc Class A

5.00 2M
Financial Services

Lockheed Martin Corp

4.95 2M
Industrials

The Kroger Co

4.89 2M
Consumer Defensive

Republic Services Inc

4.60 2M
Industrials

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