CPSHX – Pinnacle Multi-Strategy Core C Investment Strategy | Morningstar

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Strategy

The investment seeks high total return with reasonable risk. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IPSHX	Pinnacle Multi-Strategy Core Fund Class I	Institutional	Open			Oct 1, 2015	$12.67M	1.550%	Above Average	$1M	−$8.74M
APSHX	Pinnacle Multi-Strategy Core Fund Class A	Front Load	Open			Oct 1, 2015	$7.23M	1.800%	Average	$2,000	−$741,270.18
CPSHX	Pinnacle Multi-Strategy Core Fund Class C	Level Load	Open			Oct 1, 2015	$9.49M	2.550%	Average	$2,000	−$1.33M

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