PINNACLE Mutual Fund Quote

Mutual Funds USA . 
Fund . PINNACLE SHERMAN MULTI-STRATEGY
APSHX Fund  USD 10.08  0.01  0.1%   

Market Performance

0 of 100

Odds Of Distress

Less than 1

PINNACLE SHERMAN is trading at 10.08 as of the 29th of March 2023; that is -0.1 percent decrease since the beginning of the trading day. The fund's open price was 10.09. PINNACLE SHERMAN has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 28th of January 2023 and ending today, the 29th of March 2023. Click here to learn more.
The fund seeks to meet its investment objective by investing, under normal market conditions, in all major asset classes including, but not limited to, foreign and domestic equity securities of all market capitalizations, fixed income securities of any credit quality, and cash and cash equivalents. More on PINNACLE SHERMAN MULTI-STRATEGY

Moving together with PINNACLE SHERMAN

+0.84PAAIXALL ASSET FUNDPairCorr
+0.87PATRXPIMCO ALL ASSETPairCorr
+0.87PAALXALL ASSET FUNDPairCorr
+0.85PALPXPIMCO ALL ASSETPairCorr
+0.87PAANXPIMCO All AssetPairCorr
+0.87PASAXALL ASSET FUNDPairCorr
+0.88PASCXALL ASSET FUNDPairCorr

PINNACLE SHERMAN Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. PINNACLE SHERMAN's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PINNACLE SHERMAN or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
PINNACLE SHERMAN MULTI-STRATEGY
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of PINNACLE SHERMAN's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate1st of October 2015
PINNACLE SHERMAN MULTI-STRATEGY [APSHX] is traded in USA and was established 29th of March 2023. The fund is listed under Tactical Allocation category and is part of Pinnacle family. PINNACLE SHERMAN MUL presently has accumulated 37.02 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 1.98%.
Check PINNACLE SHERMAN Probability Of Bankruptcy

Instrument Allocation

Top PINNACLE SHERMAN MULTI-STRATEGY Mutual Fund Constituents

SIVBSVB Financial GroupStockFinancials
FLOTIShares Floating RateEtfUltrashort Bond
FEMFirst Trust EmergingEtfDiversified Emerging Mkts
IJKIShares SP Mid-CapEtfMid-Cap Growth
ALGNAlign TechnologyStockHealth Care
FEXFirst Trust LargeEtfLarge Blend
IJSIShares SP Small-CapEtfSmall Value
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PINNACLE SHERMAN MUL Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. PINNACLE SHERMAN market risk premium is the additional return an investor will receive from holding PINNACLE SHERMAN long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in PINNACLE SHERMAN. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although PINNACLE SHERMAN's alpha and beta are two of the key measurements used to evaluate PINNACLE SHERMAN's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.507
Standard Deviation0.6407
Variance0.4105
Risk Adjusted Performance(0.022762)

PINNACLE SHERMAN Against Markets

Picking the right benchmark for PINNACLE SHERMAN mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in PINNACLE SHERMAN mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for PINNACLE SHERMAN is critical whether you are bullish or bearish towards PINNACLE SHERMAN MULTI-STRATEGY at a given time.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in PINNACLE SHERMAN without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy PINNACLE Mutual Fund?

Before investing in PINNACLE SHERMAN, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in PINNACLE SHERMAN. To buy PINNACLE SHERMAN fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of PINNACLE SHERMAN. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase PINNACLE SHERMAN fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located PINNACLE SHERMAN MULTI-STRATEGY fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased PINNACLE SHERMAN MULTI-STRATEGY fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as PINNACLE SHERMAN MULTI-STRATEGY, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in PINNACLE SHERMAN MULTI-STRATEGY?

The danger of trading PINNACLE SHERMAN MULTI-STRATEGY is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of PINNACLE SHERMAN is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than PINNACLE SHERMAN. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile PINNACLE SHERMAN MUL is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities. Note that the PINNACLE SHERMAN MUL information on this page should be used as a complementary analysis to other PINNACLE SHERMAN's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for PINNACLE Mutual Fund analysis

When running PINNACLE SHERMAN MUL price analysis, check to measure PINNACLE SHERMAN's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PINNACLE SHERMAN is operating at the current time. Most of PINNACLE SHERMAN's value examination focuses on studying past and present price action to predict the probability of PINNACLE SHERMAN's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move PINNACLE SHERMAN's price. Additionally, you may evaluate how the addition of PINNACLE SHERMAN to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between PINNACLE SHERMAN's value and its price as these two are different measures arrived at by different means. Investors typically determine PINNACLE SHERMAN value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PINNACLE SHERMAN's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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