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Pinnacle Multi-Strategy Core I (IPSHX)

11.85
+0.04
+(0.34%)
At close: 8:01:44 PM EDT
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  • Previous Close 11.81
  • YTD Return -7.89%
  • Expense Ratio 1.43%
  • Category Tactical Allocation
  • Last Cap Gain -15.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 32.29M
  • Beta (5Y Monthly) 0.93
  • Yield 2.84%
  • 5y Average Return --
  • Holdings Turnover 512.00%
  • Last Dividend 0.35
  • 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

More about Pinnacle Multi-Strategy Core I

Performance Overview: IPSHX

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Trailing returns as of 4/30/2025. Category is Tactical Allocation.

YTD Return

IPSHX
7.89%
Category
9.69%
 

1-Year Return

IPSHX
4.04%
Category
27.45%
 

3-Year Return

IPSHX
4.31%
Category
8.85%
 

5-Year Return

IPSHX
8.40%
Category
8.56%
 

Holdings: IPSHX

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Sector Weightings

SectorIPSHX
Technology   30.01%
Consumer Cyclical   13.35%
Financial Services   12.24%
Communication Services   10.19%
Industrials   9.35%
Healthcare   6.47%
Utilities   5.05%
Consumer Defensive   5.01%
Energy   4.61%
Real Estate   2.53%
Basic Materials   1.20%
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Recent News: IPSHX

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Research Reports: IPSHX

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