Innealta Capital Sector Fund Quote

SROAX Fund  USD 13.00  0.06  0.46%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Innealta Capital is trading at 13.00 as of the 3rd of December 2024; that is 0.46% up since the beginning of the trading day. The fund's open price was 12.94. Innealta Capital has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Innealta Capital Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. 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

Moving together with Innealta Mutual Fund

  1.0SROIX Calamos AntetokounmpoPairCorr
  1.0SROCX Calamos AntetokounmpoPairCorr
  1.0SRORX Calamos AntetokounmpoPairCorr
  0.9CVAIX Calamos OpportunisticPairCorr
  0.9CVACX Calamos OpportunisticPairCorr

Innealta Mutual Fund Highlights

Fund ConcentrationCalamos Funds, Large Blend Funds, Large Blend, Calamos (View all Sectors)
Update Date30th of September 2024
Innealta Capital Sector [SROAX] is traded in USA and was established 3rd of December 2024. 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%.
Check Innealta Capital Probability Of Bankruptcy

Instrument Allocation

Innealta Capital Sector Risk Profiles

Innealta Capital Against Markets

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.
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