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Market Cap: $91.66M

DI

Dynamic U.S. Opportunity Fund - Class I

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Company Profile

The fund's primary objective is to achieve long-term capital growth. Under typical market conditions, it predominantly allocates its assets to equity exchange-traded funds (ETFs) that provide exposure to U.S. stock markets. Its investment methodology is driven by a unique, proprietary quantitative framework. This framework informs portfolio decisions by evaluating the specific risk and reward characteristics across various segments of the domestic equity market, as categorized by the Global Industry Classification Structure (GICS). Additionally, the fund retains the flexibility to invest directly in derivative instruments, such as futures contracts and options.

SectorFinancial Services
IndustryAsset Management
IPO DateDec 30, 2011
ExchangeNASDAQ
Exchange NameNASDAQ

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Headquarters & Contact
Address225 Pictoria Drive
City / State / ZIPCincinnati, OH, 45246
CountryUnited States
Phone855-873-3837
Websitehttps://www.innealtafunds.com/dynamic-funds/dynamic-us-opportunity-fund