Trending...
- Diversified Roofing Solutions Strengthens Industry Leadership With Expanded Roofing Services Across South Florida
- Conexwest Delivers Custom Shipping Container MRI Lab, Saving California Hospital an Estimated $9 Million in Renovation Costs
- Sleep Basil Unveils Revamped Natural Latex Mattress Collection Page for Cooler, Cleaner, Better-Aligned Sleep
BLOOMFIELD HILLS, Mich. - ncarol.com -- Flexible Plan Investments Ltd., a leading provider of dynamic, risk-managed investment strategies, announced that its Quantified STF Fund (QSTFX) was named Morningstar's 2020 Top Performing Tactical Allocation Fund. The fund gained 77.44% in 2020.
The STF Fund was also the top performer in its category for the past 2-, 3- and 5-year periods. The fund previously earned the award for top domestic equity fund in 2017, when it gained 68.92%. The fund's fact sheet with SEC standardized performance can be found at flexibleplan.com/Portals/2/PDF/STF-Fund-fact-sheet-Q4-2020.pdf.
Portfolio managers Jason Teed, Jerry Wagner, and Timothy Hanna, building on the work of co-developer, Thomas Campbell, have generated a record-high return in 2020 for the Quantified STF Fund. The fund currently holds $106.9 million in assets under management and has outperformed 99% of comparable funds, according to Morningstar data. Teed recently discussed the fund's performance in 2020 in an interview with Business Insider.
More on ncarol.com
The Quantified STF Fund invests based on the price action of the NASDAQ 100 Index and seeks to generate gains by taking advantage of trends in the market. The strategy strives to outperform the NASDAQ 100 Index over the long term while managing risk.
The Quantified Funds are a family of actively managed funds designed to use dynamic asset allocation to handle risk in multiple market environments. Advisors Preferred LLC serves as adviser to the funds, which are distributed by Advisors Preferred's commonly held affiliate, Ceros Financial Services Inc. Flexible Plan Investments serves as subadviser.
Flexible Plan Investments uses the Quantified STF Fund within many of its investment strategies, including those offered through workplace retirement accounts. These investment strategies, which can be used within a separately managed account (SMA), are designed to respond to current market conditions and manage investment risk.
For more information, visit flexibleplan.com and flexibleplan.com/press-disclosures.
About Flexible Plan Investments Ltd.:
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests $1.5 billion in assets for clients in its separately managed account business (as of 12/31/20). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.
More on ncarol.com
Past performance does not guarantee future results.
Investing in the Quantified STF Fund involves risk, including loss of principal. Risks and expenses specific to the fund are listed at www.quantifiedfunds.com/stf-fund and detailed in the prospectus.
There is no guarantee that any investment strategy will generate a profit or prevent a loss. There is no guarantee the fund will achieve its objective.
An investor should carefully consider the investment objectives, risks, charges and expenses of the Quantified Funds before investing. This and other information can be found in the funds' prospectus and summary prospectus, which can be obtained by calling 1-855-650-7453. The prospectus should be read carefully prior to investing in the Quantified Funds.
Flexible Plan Investments Ltd. is not affiliated with the funds' adviser or distributor.
The STF Fund was also the top performer in its category for the past 2-, 3- and 5-year periods. The fund previously earned the award for top domestic equity fund in 2017, when it gained 68.92%. The fund's fact sheet with SEC standardized performance can be found at flexibleplan.com/Portals/2/PDF/STF-Fund-fact-sheet-Q4-2020.pdf.
Portfolio managers Jason Teed, Jerry Wagner, and Timothy Hanna, building on the work of co-developer, Thomas Campbell, have generated a record-high return in 2020 for the Quantified STF Fund. The fund currently holds $106.9 million in assets under management and has outperformed 99% of comparable funds, according to Morningstar data. Teed recently discussed the fund's performance in 2020 in an interview with Business Insider.
More on ncarol.com
- Workplace safety ideas from the front lines to highlight Applied Ergonomics Conference in Arlington, Texas
- OpenSSL Corporation Advisory Committees' Elections 2026: Results Announcement
- Zarova Vodka Expands Its Ultra-Premium Spirits Portfolio Through Strategic Acquisitions
- The Legal AI Showdown: Westlaw, Lexis, ChatGPT… or EvenSteven?
- François Arnaud, star of Heated Rivalry, is the real-life inspiration behind Christopher Stoddard's novel At Night Only
The Quantified STF Fund invests based on the price action of the NASDAQ 100 Index and seeks to generate gains by taking advantage of trends in the market. The strategy strives to outperform the NASDAQ 100 Index over the long term while managing risk.
The Quantified Funds are a family of actively managed funds designed to use dynamic asset allocation to handle risk in multiple market environments. Advisors Preferred LLC serves as adviser to the funds, which are distributed by Advisors Preferred's commonly held affiliate, Ceros Financial Services Inc. Flexible Plan Investments serves as subadviser.
Flexible Plan Investments uses the Quantified STF Fund within many of its investment strategies, including those offered through workplace retirement accounts. These investment strategies, which can be used within a separately managed account (SMA), are designed to respond to current market conditions and manage investment risk.
For more information, visit flexibleplan.com and flexibleplan.com/press-disclosures.
About Flexible Plan Investments Ltd.:
Established in 1981, Flexible Plan Investments Ltd. (FPI) invests $1.5 billion in assets for clients in its separately managed account business (as of 12/31/20). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.
More on ncarol.com
- UK Financial Ltd Sets February 27 CATEX Debut for VENUS Coin, Opening Limited Early Access Through MayaPro Wallet
- Ice Melts. Clean Water Fails. A Startup Thinks It Has the Fix
- Delay In Federal Disaster Assistance Causing Failure Of Small Business In Disaster Areas
- Capsadyn® Launches on Amazon, Offering Non-Burning Capsaicin Pain Relief
- When Representation No Longer Reflects the District — Why I'm Voting for Pete Verbica
Past performance does not guarantee future results.
Investing in the Quantified STF Fund involves risk, including loss of principal. Risks and expenses specific to the fund are listed at www.quantifiedfunds.com/stf-fund and detailed in the prospectus.
There is no guarantee that any investment strategy will generate a profit or prevent a loss. There is no guarantee the fund will achieve its objective.
An investor should carefully consider the investment objectives, risks, charges and expenses of the Quantified Funds before investing. This and other information can be found in the funds' prospectus and summary prospectus, which can be obtained by calling 1-855-650-7453. The prospectus should be read carefully prior to investing in the Quantified Funds.
Flexible Plan Investments Ltd. is not affiliated with the funds' adviser or distributor.
Source: Flexible Plan Investments, Ltd.
Filed Under: Financial
0 Comments
Latest on ncarol.com
- DASH Carolina RDU Sets the Pace in 2025 with Record-Breaking Sales and Team Excellence
- Wespor Business Launches AI Voice and Chat Agents to Help Triangle Small Businesses Capture Missed Leads
- America's Boating Club Ushers in New Board at Change of Watch
- FDA Meeting Indicates a pivotal development that could redefine the treatment landscape for suicidal depression via NRx Pharmaceuticals: $NRXP
- $2.7 Million 2025 Revenue; All Time Record Sales Growth; 6 Profitable Quarters for Homebuilding Industry: Innovative Designs (Stock Symbol: IVDN)
- CCHR: Decades of Warnings, Persistent Inaction; Studies Raise New Alarms on Psychiatric Drug Safety
- PRÝNCESS Builds Anticipation With "My Nerves" — A Girls-Girl Anthem
- Arbutus Medical Raises C$9.3M to Accelerate Growth of Surgical Workflow Solutions Outside the OR
- From Sleepless Nights to Sold-Out Drops: Catch Phrase Poet's First Year Redefining Motivational Urban Apparel
- Cold. Clean. Anywhere. Meet FrostSkin
- How Specialized Game Development Services Are Powering the Next Wave of Interactive Entertainment
- Don't Settle for a Lawyer Who Just Speaks Spanish. Demand One Who Understands Your Story
- Dan Williams Promoted to Century Fasteners Corp. – General Manager, Operations
- Ski Johnson Inks Strategic Deals with Three Major Food Chain Brands
- NIL Club Advances Agent-Free NIL Model as Oversight Intensifies Across College Athletics
- Atlanta Magazine Names Dr. Rashad Richey One of Atlanta's Most Influential Leaders in 2026 as the FIFA World Cup Approaches
- Apostle Margelee Hylton Announces the Release of Third Day Prayer
- Slotozilla Reports Strong Q4 Growth and Sigma Rome Success
- "Lights Off" and Laughs On: Joseph Neibich Twists Horror Tropes in Hilariously Demonic Fashion
- Families Gain Clarity: Postmortem Pathology Expands Private Autopsy Services in St. Louis
