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Pinnacle

Pinnacle Parent Rating

Average

In a competitive industry, Pinnacle does n't differentiate itself enough, leading to an Average Parent Pillar rating.

The firm's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.5 stars. With an average tenure of seven years among the longest-tenured managers at Pinnacle, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.

Pinnacle Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

106.62 Mil

Investment Flows (TTM)

−2.68 Mil

Asset Growth Rate (TTM)

−2.89%

# of Share Classes

6
Morningstar Rating # of Share Classes
1
2
3
0
0
Not Rated 0

Exchange-Traded Funds

See All Pinnacle ETFs

Market

US ETFs

Total Net Assets

27.60 Mil

Investment Flows (TTM)

17.42 Mil

Asset Growth Rate (TTM)

284.81%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Pinnacle Focused Opportunities ETF

Morningstar Mentions

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