Innealta Mutual Funds
View all of Innealta’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Innealta Funds List
Share Class Type
1 to 8 of 8 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Dynamic US Opportunity I | ICSIX | Tactical Allocation | 4.09% | 64 | 1.350% | Average | Institutional | $20,000 | ||
Dynamic US Opportunity N | ICSNX | Tactical Allocation | 3.96% | 71 | 1.600% | Above Average | No Load | $5,000 | ||
Acclivity Mid Cap Multi-Style I | AXMIX | Mid-Cap Blend | 8.95% | 23 | 0.440% | Low | Institutional | $20,000 | ||
Acclivity Mid Cap Multi-Style N | AXMNX | Mid-Cap Blend | 8.95% | 23 | 0.690% | Low | No Load | $5,000 | ||
Acclivity Small Cap Value I | AXVIX | Small Value | 1.88% | 63 | 0.510% | Low | Institutional | $20,000 | ||
Acclivity Small Cap Value N | AXVNX | Small Value | 2.60% | 66 | 0.760% | Low | No Load | $5,000 | ||
Dynamic International Opportunity I | ICCIX | Foreign Large Blend | 4.26% | 93 | 1.580% | High | Institutional | $20,000 | ||
Dynamic International Opportunity N | ICCNX | Foreign Large Blend | 3.68% | 93 | 1.830% | High | No Load | $5,000 |
Innealta Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank