Innealta Capital Sector Rotation Fund

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.14 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 0.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and current income, consistent with the preservation of capital. The fund's strategy is based on a proprietary tactical asset allocation model that potentially invests in U.S. sector and sub-sector (as defined by Global Industry Classification Structure (GICS) and/or similar industry-standard classification systems) equity markets based on the specific risk/reward characteristics of individual sector or sub-sector equity markets by investing in representative exchange-traded funds ("ETFs") (the "Sector Allocation Portfolio"). It operates as a fund of funds, investing primarily in ETFs.

Fees

Fees are Above Average compared to funds in the same category.
Innealta Capital Sector Rotation Fund has an expense ratio of 1.24 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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