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U.S. News evaluated 279 Moderate 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
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.6% |
| 1 Year | N/A |
| 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 Capital Sector Rotation strategy is based on a quantitative tactical asset allocation approach that potentially invests in up to 10 sectors as currently defined by the S&P 500 Global Industry Classification Structure (GICS) based on the specific risk/reward characteristics of each sector by investing in representative U.S. exchange-traded funds (ETFs), or fixed income ETFs. The strategic weight of each sector is generally targeted to be 10%, and the sectors include, but are not limited to: 1) Consumer Discretionary; 2) Consumer Staples; etc.
Fees
Fees are Above Average compared to funds in the same category.
Innealta Capital Sector Rotation Portfolio has an expense ratio of 1.49 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
