APSHX Mutual Fund
APSHX Mutual Fund
Pinnacle Multi-Strategy Core Fund Class A
APSHX Mutual Fund Overview
APSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class A) is managed by Pinnacle Dynamic Funds with $6.6M in net assets. APSHX expense ratio is 1.80%, holding 10 positions across sectors including Financials, Unknown, Energy. Inception date: 2015-10-01.
APSHX performance shows a YTD return of 11.23%. The 1-year return is 27.96% and the 5-year return is 6.92%. APSHX dividend yield stands at 2.78%, paid annually.
APSHX 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 APSHX holdings, sector breakdown, or dividend history.
APSHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.