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Pinnacle Multi-Strategy Core C (CPSHX)

10.85
+0.04
+(0.37%)
At close: May 1 at 6:45:56 PM EDT
Loading Chart for CPSHX
  • Previous Close 10.81
  • YTD Return -8.17%
  • Expense Ratio 2.43%
  • Category Tactical Allocation
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 32.29M
  • Beta (5Y Monthly) 0.92
  • Yield 1.97%
  • 5y Average Return --
  • Holdings Turnover 512.00%
  • Last Dividend 0.22
  • Inception Date Oct 1, 2015

The fund seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic (i) equity securities of all market capitalizations, (ii) fixed income securities of any credit quality, and (iii) cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds ("ETFs"), and may invest in emerging markets.

Pinnacle

Fund Family

Tactical Allocation

Fund Category

32.29M

Net Assets

2015-10-01

Inception Date

Performance Overview: CPSHX

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Trailing returns as of 4/29/2025. Category is Tactical Allocation.

YTD Return

CPSHX
8.17%
Category
9.69%
 

1-Year Return

CPSHX
5.02%
Category
27.45%
 

3-Year Return

CPSHX
3.26%
Category
8.85%
 

5-Year Return

CPSHX
7.31%
Category
8.56%
 

Holdings: CPSHX

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Sector Weightings

SectorCPSHX
Technology   30.01%
Industrials   9.35%
Healthcare   6.47%
Utilities   5.05%
Energy   4.61%
Real Estate   2.53%

Recent News: CPSHX

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Research Reports: CPSHX

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