IPTRX : Pinnacle TrendRating Innovative Equity Fund Class I

IPTRX is a US Stocks Market Large Growth with MODERATE fees.

IPTRX

Pinnacle TrendRating Innovative Equity Fund Class I

FI Score

24 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

24% FI Score
  • iptrx
  • Mutual Fund
  • US Stocks
  • Large Growth

Pinnacle TrendRating Innovative Equity Fund Class I

Expenses: 0.99% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks high total return. Under normal market conditions, the fund invests at least 95% of its assets in equity securities. The advisor intends to invest in 25 of the 500 largest market capitalized common stocks, excluding ADRs, trading in the U.S. based on a rank given to each of these stocks by the adviser every month. The adviser ranks each stock using the TrendRating Smart Momentum Score ("SMS"), a proprietary system of TrendRating S.A., which considers 8 out of over 350 factors that TrendRating's research has determined to be the most effective in capturing medium to long term price trends ranging from a few months to a few quarters.

Largest Holdings

Amount Holding
5.44% Microsoft Corp
4.80% Zoetis Inc Class A
4.56% Equinix Inc
4.51% Dollar General Corp
4.49% Walmart Inc
4.33% Danaher Corp
4.29% Visa Inc Class A
4.27% SBA Communications Corp
4.08% American Tower Corp
3.97% Thomson Reuters Corp
3.93% Charter Communications Inc A
3.88% S&P Global Inc
3.88% Progressive Corp
3.67% Motorola Solutions Inc
3.66% Aon Plc (Uk)
3.62% Splunk Inc
3.60% NextEra Energy Inc
3.50% Costco Wholesale Corp
3.47% Lam Research Corp
3.45% Micron Technology Inc
3.45% Thermo Fisher Scientific Inc
3.39% Global Payments Inc
3.33% Applied Materials Inc
3.19% Republic Services Inc Class A
2.78% Ross Stores Inc

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