About APSHX
Pinnacle Multi-Strategy Core Fund Class A is an open-end mutual fund designed to pursue a diversified, actively managed investment approach. Its primary objective is to provide total return by dynamically allocating assets across a broad mix of global equities, fixed income securities, cash, and exchange-traded funds (ETFs). Utilizing a proprietary process based on multiple risk management signals, the fund adjusts its allocation between domestic and foreign equities, bonds of varying credit qualities, and cash equivalents, depending on prevailing market trends.
Notable features include a high allocation to major index ETFs—such as the SPDR S&P 500 ETF Trust and Invesco QQQ Trust—along with sector-specific and strategy-focused ETFs, enabling broad exposure across market capitalizations, sectors, and regions. The fund employs an active trading strategy with significant turnover and relies on internal relative strength rankings to target equity asset classes and sectors demonstrating favorable intermediate-term momentum.
By blending tactical asset allocation with systematic risk controls, Pinnacle Multi-Strategy Core Fund Class A aims to provide investors with a flexible, all-weather portfolio solution, suitable for those seeking diversified exposure and adaptive asset management within the tactical allocation category.
Fund Family Pinnacle
Category Tactical Allocation
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol APSHX
Share Class Class A
Index Dow Jones Moderately Aggressive Index
APSHX had a total return of 2.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.98%.
