IPTRX : Pinnacle TrendRating Innovative Equity Fund Class I

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.