Innealta Capital Sector Rotation Portfolio

U.S. News evaluated 247 Moderate 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 -0.53 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 4.0%
1 Year -0.5%
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 utilizes a fund of funds structure, investing primarily in ETFs. Using a proprietary model, it allocates its portfolio among ETFs that represent the sector (or sub-sector) equity markets listed below as well as direct or indirect investment in income and alternative asset classes. Under normal market conditions, the Adviser does not anticipate investing generally more than 35% in any single sector or sub-sector equity market and may be invested in any number of sector and sub-sector equity markets.


Fees are Above Average compared to funds in the same category.
Innealta Capital Sector Rotation Portfolio 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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