Nasdaq - Delayed Quote USD

Quantified Tactical Fixed Inc Investor (QFITX)

6.73
-0.02
(-0.30%)
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
  • JPMorgan
  • (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
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • 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

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in fixed income securities. The manager defines fixed income securities as debt instruments, exchange-traded funds ("ETFs") and mutual funds that invest primarily in debt instruments, and futures and swap contracts on debt instruments. It invests in ETFs and mutual funds that are not affiliated with the Adviser or Subadviser. The fund invests primarily in U.S. government debt and high-yield debt (commonly known as "junk bonds"), directly or through ETFs and mutual funds.

Fund Overview

Category Nontraditional Bond
Fund Family Advisors Preferred
Net Assets 10.51M
YTD Return -4.76%
Yield 3.88%
Morningstar Rating
Inception Date Sep 13, 2019

Performance & Risk

YTD Return -5.46%
5y Average Return -8.69%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.47
Morningstar Risk Rating

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