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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 144 World 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 6.65 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.8% |
| 1 Year | 6.7% |
| 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 fund invests in up to twenty equally weighted countries based on the specific risk/reward characteristics of each country by investing in representative equity-only exchange-traded funds (ETFs). It uses an econometric multifactor quantitative framework based on economic, fundamental, risk and technical analyses that evaluate the risk/reward potential of investing in the equity markets. The fund normally intends to invest approximately 98% of its assets in ETFs.
Fees
Fees are Low compared to funds in the same category.
Innealta Capital Country 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.
