Pinnacle Tactical Allocation Fund

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.15 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.0%
1 Year 15.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks high total return with reasonable risk. The fund seeks to meet its investment objective by investing, under normal market conditions in exchange traded funds ("ETFs") that may invest in all major asset classes including, but not limited to, foreign and domestic (i) equity securities of all market capitalizations, (ii) fixed income securities of any credit quality, (iii) commodities, (iv) derivatives and (v) cash. It generally invests in a mix of asset classes with an emphasis on equity and fixed income securities. The fund may also invest in cash directly.

Fees

Fees are Low compared to funds in the same category.
Pinnacle Tactical Allocation Fund has an expense ratio of 1.24 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

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