| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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
| 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 fund's strategy is based on a quantitative, tactical asset allocation (TAA) approach whereby the fund potentially invests in up to twenty equally weighted countries based on the specific risk/reward characteristics of each country by investing in representative equity-only U.S. exchange-traded funds (ETFs) or fixed income ETFs. The strategic weight of each country is generally targeted to be 5%, and the countries analyzed for investment include but are not limited to: 1) Australia; 2) Belgium; 3) Canada; 4) China; 5) France and so on.
Fees
Fees are Low compared to funds in the same category.
Innealta Capital Country 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.
