PINNACLE Mutual Fund Quote

APSHX Fund  USD 10.05  0.01  0.1%   

Market Performance

0 of 100

Odds Of Distress

Less than 1

PINNACLE SHERMAN is trading at 10.05 as of the 26th of March 2023; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 10.04. 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 25th of January 2023 and ending today, the 26th of March 2023. Click here to learn more.
Fiscal Year End
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

+0.9PAANXPIMCO All AssetPairCorr

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
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
Strong HoldFairly Valued
Startdate1st of October 2015
PINNACLE SHERMAN MULTI-STRATEGY [APSHX] is traded in USA and was established 26th 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

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PINNACLE Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PINNACLE Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as PINNACLE SHERMAN MULTI-STRATEGY Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.


PINNACLE SHERMAN Target Price Odds Analysis

Based on a normal probability distribution, the odds of PINNACLE SHERMAN jumping above the current price in 90 days from now is about 92.65%. The PINNACLE SHERMAN MULTI-STRATEGY probability density function shows the probability of PINNACLE SHERMAN mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon PINNACLE SHERMAN has a beta of 0.6128. This suggests as returns on the market go up, PINNACLE SHERMAN average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding PINNACLE SHERMAN MULTI-STRATEGY will be expected to be much smaller as well. Additionally, the company has an alpha of 6.0E-4, implying that it can generate a 6.44E-4 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 10.05HorizonTargetOdds Above 10.05
7.16%90 days
Based on a normal probability distribution, the odds of PINNACLE SHERMAN to move above the current price in 90 days from now is about 92.65 (This PINNACLE SHERMAN MULTI-STRATEGY probability density function shows the probability of PINNACLE Mutual Fund to fall within a particular range of prices over 90 days) .


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.


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.