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U.S. News evaluated 148 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 05.31.2013 |
|---|---|
| Year to date | -1.3% |
| 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 28 countries.
Fees
Fees are Average 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.
