IPSHX Mutual Fund

IPSHX Mutual Fund (Pinnacle Multi-Strategy Core Fund Class I) is managed by Pinnacle Dynamic Funds with $11.2M in net assets. IPSHX expense ratio is 1.55%, holding 34 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2015-10-01.

IPSHX performance shows a YTD return of 7.72%. The 1-year return is 7.34% and the 5-year return is 2.81%. IPSHX dividend yield stands at 0.41%, paid annually.

IPSHX top holdings include Pinnacle Focused Opportunities ETF (24.3%), Spdr S&p 500 ETF Trust (17.5%), First American Government Obligations Fund (15.6%), Invesco Qqq Trus (6.0%), Invesco Exchange Traded Fund Trust Invesco S P 500 (5.4%). 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.