ICCIX Mutual Fund

ICCIX Mutual Fund

NAV$16.59
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Fund Essentials - as of Mar 31, 2026

Net Assets
$61M
Expense Ratio
1.52%
Dividend Yield (Current)
3.66%
Holdings
38
Inception Date
Dec 30, 2011
Fund Family
Innealta Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+11.81%
1 Year+26.44%
3 Year+13.36%
5 Year+6.47%
10 Year+7.14%

Asset Allocation

Cash: 11.88%
Other: 88.12%
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Top Holdings

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TickerNameWeight
FXFXXFirst Am Treas Obli-X11.89%
FLJPFranklin FTSE Japan ETF11.77%
FLTWFranklin FTSE Taiwan ETF6.46%
FLCAFranklin FTSE Canada ETF6.25%
FLGBFranklin Ftse United King6.03%
Top 10 Concentration: 63.38%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.66%
Frequency
Annually
Latest Distribution
$0.12
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ICCIX Mutual Fund Overview

ICCIX Mutual Fund (Dynamic International Opportunity Fund -Class I) is managed by Innealta Mutual Funds with $61.2M in net assets. ICCIX expense ratio is 1.52%, holding 38 positions across sectors including Financials. Inception date: 2011-12-30.

ICCIX performance shows a YTD return of 11.81%. The 1-year return is 26.44% and the 5-year return is 6.47%. ICCIX dividend yield stands at 3.66%, paid annually.

ICCIX top holdings include First Am Treas Obli-X (11.9%), Franklin FTSE Japan ETF (11.8%), Franklin FTSE Taiwan ETF (6.5%), Franklin FTSE Canada ETF (6.3%), Franklin Ftse United King (6.0%). Go to all ICCIX holdings, ICCIX sectors, or ICCIX dividends.

ICCIX can be compared against other funds. Use ICCIX overlap to find shared positions, or ICCIX vs another fund for a side-by-side view. ICCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.