Nasdaq - Delayed Quote USD

Quantified Evolution Plus Investor (QEVOX)

5.63
-0.06
(-1.05%)
At close: 8:07:00 AM 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
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • 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)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The Subadviser's asset allocation focuses primarily on the following categories: equities, debt, gold and commodities. The Subadviser may invest directly in securities representing an asset class, or may invest in exchange-traded funds ("ETFs") and mutual funds that invest primarily in an asset class, or in futures or swaps linked to an asset class. The fund invests in ETFs and mutual funds that are not affiliated with the Adviser or Subadviser.

Fund Overview

Category Tactical Allocation
Fund Family Advisors Preferred
Net Assets 36.75M
YTD Return -5.43%
Yield 10.92%
Morningstar Rating
Inception Date Sep 30, 2019

Performance & Risk

YTD Return -6.41%
5y Average Return 0.83%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.17
Morningstar Risk Rating

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