Pinnacle Dynamic Funds Launches Open-End Mutual Fund Based on the Trendrating Smart Momentum Model

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13 March 2019
Boston, Anguilla

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.

About Trendrating

Trendrating is a market leading provider of analytics and technology for professional equity investors. The company serves 100+ customers globally in the areas of asset management and wealth management. Trendrating has developed a proprietary, sophisticated model to rate securities, indices and portfolios. The rating captures medium term price trends on securities, assesses a portfolio’s exposure to bull vs. bear trends and supports a more effective and pro-active risk control. The mission of the company is to help customers to more effectively capture trends, profiting from bull markets and avoiding bear phases as this is the key to superior performance on a consistent basis. Learn more at

Important Fund Information

As with all mutual funds, there is the risk that you could lose money through your investment in the Fund.

The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Equity prices can fall rapidly in response to developments affecting a specific company or industry, or to changing economic, political or market conditions. Large-capitalization companies may be less able than smaller capitalization companies to adapt to changing market conditions. Large-capitalization companies may be more mature and subject to more limited growth potential compared with smaller capitalization companies. Overall securities market risks may affect the value of individual instruments in which the Fund invests. Factors such as domestic and foreign economic growth and market conditions, interest rate levels, and political events affect the securities markets. When the value of the Fund’s investments goes down, your investment in the Fund decreases in value and you could lose money. Like all quantitative analysis, the investment model carries a risk that the model might be based on one or more incorrect assumptions or may not perform as expected.

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the Pinnacle Dynamic Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at or by calling 1-888-985-9830. The prospectus should be read carefully before investing.


Media Inquiries – Trendrating John Coulter, +1 508-315-6313,

Fund Information – Pinnacle Dynamic Funds

Ryan Wilson, 314-225-6914,


News article details

Capital Markets, Wealth Management
Media Type
Press Releases
Geographic Focus