CPSHX Mutual Fund

CPSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class C) is managed by Pinnacle Dynamic Funds with $8.8M in net assets. CPSHX expense ratio is 2.55%, holding 10 positions across sectors including Financials, Energy, Utilities. Inception date: 2015-10-01.

CPSHX performance shows a YTD return of 10.79%. The 1-year return is 26.97% and the 5-year return is 6.11%. CPSHX dividend yield stands at 2.79%, paid annually.

CPSHX top holdings include Balkrishna Inds (34.1%), First American Government Obligations Fund (24.5%), Pinnacle Focused Opportunities ETF (18.3%), Spdr S&p 500 ETF (8.3%), First Trust Morningstar Dividend Leaders Index Fund (1.4%). View all CPSHX holdings, sector breakdown, or dividend history.

CPSHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.