Pinnacle Mutual Funds List
Here you can find all mutual funds issued by Pinnacle and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.50%
- Avg. 1 Year Return
- 16.64%
- Avg. 5 Year Return
- 7.20%
- Median Risk/Return Score
- 35 / 100
Pinnacle Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pinnacle Sherman Multi-Strategy Core Fund | Tactical Allocation | Sep 30, 2015 | 1.24% | 6.99% | 6.60% | 3.10% | 35 | ||||||||
| 1789 Growth and Income Fund | Large Cap Value Equities | Jan 21, 2011 | 2.02% | 6.35% | 7.33% | 0.93% | 25 | ||||||||
| Pinnacle Value Fund | Diversified Portfolio | Mar 31, 2003 | 1.24% | 13.12% | 6.80% | 8.35% | 89 |
Explore top Pinnacle Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Pinnacle Mutual funds by Risk/Return Score
The top Pinnacle Mutual funds by PortfoliosLab Risk/Return Score are PVFIX (89) and IPSHX (35).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Pinnacle Value Fund | 89 | — | Mar 2003 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 35 | — | Sep 2015 | |
| 1789 Growth and Income Fund | 25 | — | Jan 2011 |
Best-Performing Pinnacle Mutual funds Over 5 Years
The top Pinnacle Mutual funds is PVFIX (8.92%).
Across the lineup, Pinnacle Mutual funds show an average 1-year return of 16.64% and an average 5-year return of 7.20%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pinnacle Value Fund | 8.92% | — | Mar 2003 | |
| 1789 Growth and Income Fund | 7.37% | — | Jan 2011 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 5.31% | — | Sep 2015 |
Lowest-Cost Pinnacle Mutual funds
The top Pinnacle Mutual funds is PVFIX (1.24%).
With an average expense ratio of 1.50%, Pinnacle Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Pinnacle Value Fund | 1.24% | — | Mar 2003 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 1.24% | — | Sep 2015 | |
| 1789 Growth and Income Fund | 2.02% | — | Jan 2011 |
Highest-Yield Pinnacle Mutual funds
The top Pinnacle Mutual funds is PVFIX (8.35%).
Across the lineup, Pinnacle Mutual funds show an average dividend yield of 4.13%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Pinnacle Value Fund | 8.35% | — | Mar 2003 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 3.10% | — | Sep 2015 | |
| 1789 Growth and Income Fund | 0.93% | — | Jan 2011 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.