Nasdaq - Delayed Quote USD
Quantified STF Investor (QSTFX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- 100
- Min Initial Investment, AIP
- 100
- Min Subsequent Investment
- 10,000
- Min Subsequent Investment, IRA
- 0
- Min Subsequent Investment, AIP
- 10
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Commonwealth Universe
- Ameritas NTFN
- Scottrade NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend following Strategy.
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Advisors Preferred |
| Net Assets | 214.53M |
| YTD Return | 24.15% |
| Yield | 0.83% |
| Morningstar Rating | |
| Inception Date | Nov 13, 2015 |
Performance & Risk
| YTD Return | 25.12% |
| 5y Average Return | 24.57% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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