IPSHX Mutual Fund

IPSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class I) is managed by Pinnacle Dynamic Funds with $12.5M in net assets. IPSHX expense ratio is 1.55%, holding 10 positions across sectors including Financials, Energy, Utilities. Inception date: 2015-10-01.

IPSHX performance shows a YTD return of 7.49%. The 1-year return is 18.45% and the 5-year return is 6.48%. IPSHX dividend yield stands at 3.09%, paid annually.

IPSHX 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 IPSHX holdings, IPSHX sectors, or IPSHX dividends.

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