Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IPSHX
IPSHX charges 1.24% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among IPSHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | IPSHX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | IPSHX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | IPSHX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | IPSHX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | IPSHX vs GPIFX |
Best Risk-Adjusted Alternatives to IPSHX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | IPSHX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | IPSHX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | IPSHX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | IPSHX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | IPSHX vs MOJOX |
Top Performing IPSHX Alternatives (YTD)
IPSHX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | IPSHX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | IPSHX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | IPSHX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | IPSHX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | IPSHX vs ABRZX |
Lowest Volatility Alternatives to IPSHX
IPSHX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | IPSHX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | IPSHX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | IPSHX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | IPSHX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | IPSHX vs SFHYX |
Lowest Drawdown Alternatives to IPSHX
IPSHX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | IPSHX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | IPSHX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | IPSHX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | IPSHX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | IPSHX vs HFSAX |
Other Mutual Funds from Pinnacle
Most popular Pinnacle mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pinnacle Value Fund | Diversified Portfolio | 69 | 3.45% | Mar 31, 2003 | IPSHX vs PVFIX |
Compare IPSHX with Any Fund or Stock
Compare IPSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.