Nasdaq - Delayed Quote USD
Pinnacle Multi-Strategy Core I (IPSHX)
11.85
+0.04
+(0.34%)
As of 8:06:15 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Schwab Institutional
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Commonwealth Universe
- Ameritas NTFN
- TD Ameritrade Retail
- TD Ameritrade Institutional
- HD Vest - Vest Advisor
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
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.
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 |
Performance & Risk
| YTD Return | -9.57% |
| 5y Average Return | 6.63% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
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