CPSHX Mutual Fund

CPSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class C) is managed by Pinnacle Dynamic Funds with $9.4M 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 6.81%. The 1-year return is 17.20% and the 5-year return is 5.40%. CPSHX dividend yield stands at 2.94%, paid annually.

CPSHX 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 CPSHX holdings, CPSHX sectors, or CPSHX dividends.

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