An index comprised of primarily U.S. exchange-listed, large and mid-capitalization stocks and, when dictated by Pinnacle Dynamic Funds’ market risk algorithms, treasury bond instruments. The overall asset allocation is determined by Pinnacle’s proprietary stock selection and market risk models/signals, seeking to deliver better-than-index returns over a 24-36 month rolling period.
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As May 8, 2024 | Index Level | 3-Month | 6-Month | 1-Year | YTD |
Price Return | 3,601.1 | 5.1% | 28.0% | 34.4% | 13.2% |
Total Return | |||||
Net Total Return |
Index Level | 3,601.1 |
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3-Month | 5.1% |
6-Month | 28.0% |
1-Year | 34.4% |
YTD | 13.2% |
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As of May 8, 2024
Index Symbol (Price Return) | FCUSIDX |
Index Symbol (Total Return) | NA |
Index Symbol (Net Total Return) | NA |
Number of Constituents | 30 |
Market Capitalization | $3.2 Trillion |
Adjusted Market Capitalization | $3.6 Thousand |
Rebalancings | Monthly |
Dividend Yield | 0.34% |
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