Innealta Capital Sector Rotation Fund

U.S. News evaluated 115 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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The fund has returned 5.77 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.7%
1 Year 5.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 are Low compared to funds in the same category.
Innealta Capital Sector Rotation Fund has an expense ratio of 1.49 percent.

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

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