PINNACLE FOCUSED OPPORTUNITIES INDEX

The EQM Pinnacle Focused Opportunities Index (FCUSIDX) seeks to deliver, over 24-36 month rolling time frames, risk managed better-than-index returns. It attempts to accomplish this by investing in 30 U.S. large and/or mid-cap stocks selected by Pinnacle’s stock selection model criteria, which is recalculated and rebalanced on a monthly basis. It also incorporates Pinnacle Dynamic Funds’ market risk algorithms to limit exposure to these stocks during times the algorithms identify as higher risk equity market environments. During these times the index also invests in U.S. Treasury bond ETF’s.

Disclosure: The information provided on this page is for illustrative purposes only and is not intended to serve as investment advice. The information provided is as of particular time and subject to change at any time without notice.

Download Fact Sheet

Fact Sheet

Download Methodology

Methodology

All Data Prior to 12/1/2022 is Hypothetical/Backtested Data

PINNACLE FOCUSED OPPORTUNITIES INDEX KEY FACTS

As of 12/31/22

As of 12/31/22

PINNACLE FOCUSED OPPORTUNITIES INDEX CHARACTERISTICS

EQM Solar Market Caps

As of 12/31/22

EQM Solar Segments

As of 12/31/22

EQM Solar Sectors

As of 11/30/22