About IPSHX
Pinnacle Multi-Strategy Core Fund Class I is a mutual fund designed to deliver a diversified and adaptive investment approach by employing multiple strategies across asset classes. Its primary purpose is to provide investors with broad market exposure and tactical allocation, balancing growth and risk through dynamic shifts among various sectors and investment vehicles. The fund primarily allocates its assets to domestic and foreign equity securities, often utilizing exchange-traded funds (ETFs) as core holdings. Key exposures include large-cap U.S. equities, growth-oriented sectors, mid- and small-cap segments, and sector-specific funds such as technology, utilities, and real estate.
Notable features of the fund include a high portfolio turnover, reflecting its active tactical management style, and a focus on large growth equities. The fund’s top holdings are concentrated in widely recognized ETFs like the SPDR S&P 500 ETF Trust, Invesco QQQ Trust, and Pinnacle Focused Opportunities ETF, offering broad access to major market segments. Pinnacle Multi-Strategy Core Fund Class I plays a significant role in the market as a flexible solution for institutional investors seeking diversified exposure combined with active management, aiming to respond dynamically to changing market environments while maintaining a core allocation to growth assets.
Fund Family Pinnacle
Category Tactical Allocation
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol IPSHX
Share Class Class I
Index Dow Jones Moderately Aggressive Index
IPSHX had a total return of 2.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.20%.
