Pinnacle Sherman Multi Strategy Fund Quote
| IPSHX Fund | USD 14.69 0.06 0.41% |
Performance21 of 100
| Odds Of DistressLess than 15
|
Pinnacle Sherman is trading at 14.69 as of the 30th of November 2024; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 14.63. Pinnacle Sherman has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Pinnacle Sherman Multi Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. More on Pinnacle Sherman Multi Strategy
Moving together with Pinnacle Mutual Fund
| 1.0 | APSHX | Pinnacle Sherman Multi | PairCorr |
| 1.0 | CPSHX | Pinnacle Sherman Multi | PairCorr |
| 0.93 | PVFIX | Pinnacle Value | PairCorr |
Moving against Pinnacle Mutual Fund
Pinnacle Mutual Fund Highlights
| Fund Concentration | Pinnacle Funds, Large Growth Funds, Tactical Allocation Funds, Tactical Allocation, Pinnacle, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of May 2023 |
| Fiscal Year End | September |
Pinnacle Sherman Multi Strategy [IPSHX] is traded in USA and was established 30th of November 2024. Pinnacle Sherman is listed under Pinnacle category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Pinnacle family. This fund currently has accumulated 32.77 M in assets under management (AUM) with minimum initial investment of 1000 K. Pinnacle Sherman Multi is currently producing year-to-date (YTD) return of 19.22%, while the total return for the last 3 years was 4.1%.
Check Pinnacle Sherman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pinnacle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pinnacle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pinnacle Sherman Multi Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pinnacle Sherman Multi Strategy Mutual Fund Constituents
| DVN | Devon Energy | Stock | Energy | |
| NVDA | NVIDIA | Stock | Information Technology | |
| IJJ | iShares SP Mid Cap | Etf | Mid-Cap Value | |
| IJH | iShares Core SP | Etf | Mid-Cap Blend | |
| HYD | VanEck High Yield | Etf | High Yield Muni | |
| IT | Gartner | Stock | Information Technology | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| IJS | iShares SP Small Cap | Etf | Small Value |
Pinnacle Sherman Multi Risk Profiles
| Mean Deviation | 0.5439 | |||
| Semi Deviation | 0.4252 | |||
| Standard Deviation | 0.7505 | |||
| Variance | 0.5632 |
Pinnacle Sherman Against Markets
Other Information on Investing in Pinnacle Mutual Fund
Pinnacle Sherman financial ratios help investors to determine whether Pinnacle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
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