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Morningstar

Pinnacle Multi-Strategy Core I IPSHX

Morningstar Medalist Rating
Medalist Rating as of | See Pinnacle Investment Hub
  • NAV / 1-Day Return 12.51  /  +1.62 %
  • Total Assets 40.7 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 512%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IPSHX

Will IPSHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IPSHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IPSHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IPSHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Pinnacle Multi-Strategy Core I's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPSHX

More IPSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pinnacle Focused Opportunities ETF

22.59 9.1 Mil
—

SPDR® Dow Jones Industrial Avrg ETF Tr

9.93 4.0 Mil
—

SPDR® Portfolio S&P 500 Value ETF

9.92 4.0 Mil
—

iShares S&P 500 Growth ETF

9.90 4.0 Mil
—

Invesco QQQ Trust

9.89 4.0 Mil
—

SPDR® S&P 600 Small Cap Growth ETF

9.82 4.0 Mil
—

Technology Select Sector SPDR® ETF

4.77 1.9 Mil
—

Consumer Discret Sel Sect SPDR® ETF

3.64 1.5 Mil
—

iShares Core S&P 500 ETF

2.73 1.1 Mil
—

Industrial Select Sector SPDR® ETF

2.44 982,024
—