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 January 30, 2024 Index Level 3-Month 6-Month 1-Year YTD
Price Return 3,287.1 25.4% 11.5% 20.3% 3.3%
Total Return
Net Total Return
Index Level 3,287.1
3-Month 25.4%
6-Month 11.5%
1-Year 20.3%
YTD 3.3%
Index Level
3-Month
6-Month
1-Year
YTD
Index Level
3-Month
6-Month
1-Year
YTD

As of January 30, 2024

Characteristics

Index Symbol (Price Return) FCUSIDX
Index Symbol (Total Return) NA
Index Symbol (Net Total Return) NA
Number of Constituents 30
Market Capitalization $852 Billion
Adjusted Market Capitalization $3.29 Thousand
Rebalancings Monthly
Dividend Yield 0.62%

Composition

Top Index Constituents
As of February 29, 2024

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