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Pinnacle Multi-Strategy Core I (IPSHX)

11.85
+0.04
+(0.34%)
As of 8:06:15 AM EDT. Market Open.

Fund Summary

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 Multi-Strategy Core I

Omaha, NE 68130
17605 Wright Street, Suite 2

Fund Overview

Category Tactical Allocation
Fund Family Pinnacle
Net Assets 32.29M
YTD Return -7.89%
Yield 2.84%
Morningstar Rating
Inception Date Oct 01, 2015

Fund Operations

Last Dividend 0.35
Last Cap Gain -15.00
Holdings Turnover 512.00%
Average for Category --

Fees & Expenses

Expense IPSHX Category Average
Annual Report Expense Ratio (net) 1.43% 1.29%
Prospectus Net Expense Ratio 1.43% --
Prospectus Gross Expense Ratio 2.03% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul Carroll has been the Chief Investment Officer and Chief Compliance officer of the Pinnacle Family Advisors, LLC since 2008. Mr. Carroll also served as a Financial Advisor for Raymond James Financial Services from December 2005 to November 2008.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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