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
- 2
- Avg. Expense Ratio
- 1.24%
- Avg. 1 Year Return
- 28.58%
- Avg. 5 Year Return
- 6.48%
- Median Risk/Return Score
- 70 / 100
Pinnacle Mutual Funds List
2 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% | 14.91% | 7.76% | 2.89% | 74 | ||||||||
| Pinnacle Value Fund | Diversified Portfolio | Mar 31, 2003 | 1.24% | 9.23% | 7.04% | 8.64% | 66 |
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.
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5 Years
Best Pinnacle Mutual funds by Risk/Return Score
The top Pinnacle Mutual funds by PortfoliosLab Risk/Return Score are IPSHX (74) and PVFIX (66).
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 Sherman Multi-Strategy Core Fund | 74 | — | Sep 2015 | |
| Pinnacle Value Fund | 66 | — | Mar 2003 |
Best-Performing Pinnacle Mutual funds Over 5 Years
The top Pinnacle Mutual funds is PVFIX (7.09%).
Across the lineup, Pinnacle Mutual funds show an average 1-year return of 28.58% and an average 5-year return of 6.48%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pinnacle Value Fund | 7.09% | — | Mar 2003 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 5.86% | — | Sep 2015 |
Lowest-Cost Pinnacle Mutual funds
The top Pinnacle Mutual funds is IPSHX (1.24%).
With an average expense ratio of 1.24%, 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 Sherman Multi-Strategy Core Fund | 1.24% | — | Sep 2015 | |
| Pinnacle Value Fund | 1.24% | — | Mar 2003 |
Highest-Yield Pinnacle Mutual funds
The top Pinnacle Mutual funds is PVFIX (8.64%).
Across the lineup, Pinnacle Mutual funds show an average dividend yield of 5.77%, 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 | 8.64% | — | Mar 2003 | |
| Pinnacle Sherman Multi-Strategy Core Fund | 2.89% | — | Sep 2015 |
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Top Mutual funds Comparisons
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