Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPSHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IPSHX
IPSHX charges 1.24% annually. There are 30 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | IPSHX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | IPSHX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | IPSHX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | IPSHX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | IPSHX vs GPIFX |
Best Risk-Adjusted Alternatives to IPSHX
IPSHX has a PortfoliosLab risk / return rank of 76. There are 22 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | IPSHX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | IPSHX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | IPSHX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | IPSHX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | IPSHX vs CRDBX |
Top Performing IPSHX Alternatives (YTD)
IPSHX is at 15.91% YTD. There are 11 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | IPSHX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | IPSHX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | IPSHX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | IPSHX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | IPSHX vs ABRZX |
Lowest Volatility Alternatives to IPSHX
IPSHX has 13.74% 1-year volatility. There are 64 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | IPSHX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | IPSHX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | IPSHX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | IPSHX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | IPSHX vs HFSAX |
Lowest Drawdown Alternatives to IPSHX
IPSHX has a 1-year max drawdown of -7.12%. There are 39 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | IPSHX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | IPSHX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | IPSHX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | IPSHX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | IPSHX vs HSTRX |
Other Mutual Funds from Pinnacle
The 1 most viewed Pinnacle mutual funds shown here include PVFIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pinnacle Value Fund | Diversified Portfolio | 68 | 9.42% | — | Mar 2003 | IPSHX vs PVFIX |
Often Compared With IPSHX
Investors most often compare IPSHX with PASAX, UPAAX, GTAIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | IPSHX vs PASAX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | IPSHX vs UPAAX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | IPSHX vs GTAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | IPSHX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | IPSHX vs PAAIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | IPSHX vs PBAIX |
Compare IPSHX with Any Fund or Stock
Compare IPSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPSHX with funds that move differently
Pinnacle Sherman Multi-Strategy Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPSHX.
Explore IPSHX Diversifiers