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Pinnacle TrendRating Innovative Eq A (APTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.69-0.01 (-0.10%)
At close: 08:00PM EDT

Pinnacle TrendRating Innovative Eq A

Omaha, NE 68130

17605 Wright Street, Suite 2

Northern Lights Fund Tr III(Pinnacle)

Management information
,Lead manager since 2 December 2018
Paul Carroll has been the Chief Investment Officer and Chief Compliance officer of the Pinnacle Family Advisors, LLC since 2008. Mr. Carroll also served as a Financial Advisor for Raymond James Financial Services from December 2005 to November 2008.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyPinnacle
Net assets3.64M
YTD return-14.02%
Yield0.00%
Morningstar rating★
Inception date2 Dec 2018

Fund operations

Last dividendN/A
Last cap gain6.00
Holdings turnover267.00%
Average for categoryN/A

Fees and expenses

ExpenseAPTRXCategory average
Annual report expense ratio (net)0.99%0.99%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio3.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A