Innealta Capital Country Rotation Fund

U.S. News evaluated 120 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

See full World Allocation rankings

See more fund rankings


The fund has returned 7.52 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 7.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ICCIX performance


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 non-U.S. country equity markets based on the specific risk/reward characteristics of each individual market by investing in representative exchange-traded funds ("ETFs "). It operates as a fund of funds, investing primarily in ETFs. Under normal market conditions, the Adviser does not anticipate investing more than 25% of its assets in any single country equity market and may be invested in any number of country equity markets including none.


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

See more ICCIX fees


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

See more ICCIX risk