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U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Innealta Capital funds
Performance
The fund has returned 7.48 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -1.0% |
| 1 Year | 7.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation and current income, consistent with the preservation of capital. The Innealta Sector Rotation strategy is based on a quantitately driven, tactical asset allocation (TAA) approach that potentially invests in up to 10 sectors as currently defined by the S&P 500 Global Industry Classification Structure (GICS) based one specific risk/reward characteristics of each sector by investing in representative exchange-traded funds (ETFs).
Fees
Fees are High compared to funds in the same category.
Innealta Capital Sector Rotation Fund has an expense ratio of 1.24 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
