EQM Pinnacle Focused Opportunities Index TR

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.

As July 26, 2024 Index Level 3-Month 6-Month 1-Year YTD
Price Return 3,538.5 0.4% 9.5% 22.4% 11.2%
Total Return
Net Total Return
Index Level 3,538.5
3-Month 0.4%
6-Month 9.5%
1-Year 22.4%
YTD 11.2%
Index Level
3-Month
6-Month
1-Year
YTD
Index Level
3-Month
6-Month
1-Year
YTD

As of July 26, 2024

Characteristics

Index Symbol (Price Return) FCUSIDX
Index Symbol (Total Return) NA
Index Symbol (Net Total Return) NA
Number of Constituents 30
Market Capitalization $4.32 Trillion
Adjusted Market Capitalization $3.54 Thousand
Rebalancings Monthly
Dividend Yield 0.44%

Composition

Top Index Constituents
As of July 27, 2024

Interested in Market Data packages?

VettaFi's indexes are widely used by financial firms, industry stakeholders and professionals to support a variety of business functions. We offers a range of end-of-day and historical index data subscriptions.

Contact Us