Innealta Capital Country Rotation Portfolio

U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.95 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 3.0%
1 Year 0.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and current income, consistent with the preservation of capital. The fund utilizes a fund of funds structure, investing primarily in exchange-traded funds ("ETFs"). Using a proprietary model, it allocates its portfolio among ETFs that represent the non-U.S. country equity markets listed below as well as direct or indirect investment in income or alternative asset classes. 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.

Fees

Fees are Low compared to funds in the same category.
Innealta Capital Country Rotation Portfolio has an expense ratio of 1.49 percent.

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Risk

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

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