IPSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class I) is managed by Pinnacle Dynamic Funds with $13.0M in net assets. IPSHX expense ratio is 1.55%, holding 10 positions across sectors including Financials, Unknown, Energy. Inception date: 2015-10-01.

IPSHX performance shows a YTD return of 11.38%. The 1-year return is 28.27% and the 5-year return is 7.20%. IPSHX dividend yield stands at 2.93%, paid annually.

IPSHX 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 IPSHX holdings, sector breakdown, or dividend history.

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