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Pinnacle Dynamic Funds launches open-end mutual fund based on the Trendrating Smart Momentum model

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by Trendrating
| 13/04/2019 12:00:00

The fund utilizes technology from Trendrating in an attempt to benefit from Large Cap stocks in a positive trend

SPRINGFIELD, MISSOURI–(PRWEB)– Pinnacle today announced the December 3, 2018 launch of the Pinnacle Trendrating Innovative Equity Fund (Class I shares: IPTRX; Class A shares: APTRX; Class C shares: CPTRX), an open-end mutual fund that leverages Trendrating’s “Smart Momentum” model and equity ratings. The fund utilizes technology from Trendrating in an attempt to benefit from stocks in a strong positive trend, with an objective of seeking high total return.

Trendrating is a global leader in cutting edge “trend capture” technology which is used by the world’s leading asset managers and financial advisors. Trendrating attempts to make a very complex task simple and easy, producing measurable results. Trendrating’s proprietary model is focused on a high consistency of returns so that the mean return is representative of the distribution of returns. Rankings are determined based on weighting 8 oscillated indicators to determine a grade of either A, B, C, or D. Smart Momentum measures price breadth and momentum since the beginning of a trend, working as the tie-breaker for equally graded securities.

Focused on “Performance Dispersion”, the Fund’s stock universe consists of the largest 500 US domiciled stocks. Using Trendrating’s trend capture analytics, the universe is filtered by volatility and then ranked by “Smart Momentum”.  The highest ranked 25 stocks are added to the fund. Changes are made monthly, in an attempt to keep the strongest trending stocks in the fund.

“We considered various systematic model providers to partner with and Trendrating stood out from the crowd. Their model was thoughtfully designed over many years of testing and their web platform is growing in popularity with leading Wealth Management firms,” said Sean McCurry, President of Pinnacle Dynamic Funds. “By productizing this breakthrough technology in the form of a fund, thousands of advisors will now have access to this unique strategy.”

About Pinnacle

Pinnacle Family Advisors, LLC is a registered investment advisory firm headquartered in Springfield, MO. Pinnacle serves as the advisor to the Pinnacle Sherman Multi Strategy Core Fund, Pinnacle Sherman Tactical Allocation Fund, Pinnacle Dynamic Growth Fund, and the Pinnacle Trendrating Innovative Equity Fund.

See original article: http://www.trendrating.com/pinnacle-dynamic-funds-launches-open-end-mutual-fund-based-on-the-trendrating-smart-momentum-model/