APSHX Mutual Fund

APSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class A) is managed by Pinnacle Dynamic Funds with $7.1M in net assets. APSHX expense ratio is 1.80%, holding 10 positions across sectors including Financials, Energy, Utilities. Inception date: 2015-10-01.

APSHX performance shows a YTD return of 7.34%. The 1-year return is 18.15% and the 5-year return is 6.21%. APSHX dividend yield stands at 2.93%, paid annually.

APSHX top holdings include Spdr Bloomberg 1-3 Month T-Bill Etf (34.1%), First American Government Obligations Fund (24.5%), Pinnacle Focused Opportunities ETF (18.3%), Spdr S&p 500 ETF Trust (8.3%), First Trust Morningstar Dividend Leaders Index Fund (1.4%). Go to all APSHX holdings, APSHX sectors, or APSHX dividends.

APSHX can be compared against other funds. Use APSHX overlap to find shared positions, or APSHX vs another fund for a side-by-side view. APSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.