Innealta Capital is trading at 12.70 as of the 17th of January 2025; that is 0.63% up since the beginning of the trading day. The fund's open price was 12.62. Innealta Capital has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of issuers domiciled in the U.S. that, in the view of the subadviser, have above average growth potential and meet the environmental, social and governance criteria. More on Innealta Capital Sector
Innealta Capital Sector [SROAX] is traded in USA and was established 17th of January 2025. Innealta Capital is listed under Calamos category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Calamos family. This fund at this time has accumulated 3.52 M in assets with minimum initial investment of 5 K. Innealta Capital Sector is currently producing year-to-date (YTD) return of -4.14% with the current yeild of 0.0%, while the total return for the last 3 years was 0.4%.
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Other Information on Investing in Innealta Mutual Fund
Innealta Capital financial ratios help investors to determine whether Innealta Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Innealta with respect to the benefits of owning Innealta Capital security.