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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Pinnacle Capital Management funds
Performance
The fund has returned 8.88 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.8% |
| 1 Year | 8.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation, current income, and preservation of capital. Under normal market conditions, the fund invests approximately 60% of its assets in equity securities and 40% of its assets in fixed income securities and cash equivalents. Although this targeted 60%/40% ratio may vary at any given time, it will always invest at least 25% of its assets in fixed-income and 25% of its assets in equity securities.
Fees
Fees are Low compared to funds in the same category.
Pinnacle Capital Management Balanced has an expense ratio of 1.99 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
