Trending...
- Warrant Activity, AVERSA™ Progress and a Potentially Transformative Fall Take Center Stage: Nutriband Inc. (N A S D A Q: NTRB)
- Santa Your Way Announces Official 2026 Q4 Holiday Tour: Booking Open For Santa, The 5-star Grinch, And Dual Character Experiences Nationwide
- Gary Bernstein Expands Media Leadership Role With Senior Strategic Advisor Appointment To Blacksun Private Equity
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
- KayeDinero Didn't Stop Writing. She Stopped Putting Words on the Beat
- Radio Drive's New Album Walk With Me Delivers Two GRAMMY® Submissions Across Rock and Alternative Categories
- Before Python, There Was Chess: KayeDinero Makes Her Next Move With "Checkmate"
- Kaplan Morrell and Attorney Jacqui Condon Selected to Represent Professional Women's Soccer Players in Workers' Compensation Matters
- ClearSight Therapeutics Receives NIH SBIR Phase I Award for Conjunctivitis and EKC Research
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
- Lunai Bioworks (N A S D A Q: LNAI) Takes Parkinson's Discovery to the Next Level With Exclusive Tanaist Agreement
- Revenue Optics Names Prat Patibandla Director of Growth Marketing
- VMACS Offers Battery-Powered Heat & AC Systems for RVs and Vans
- Independent Autopsies Are Changing Civil Cases: Kansas City Forensic Explains Why Families Are Seeking Second Opinions
- JEGS Launches Transformed Digital Commerce Platform Powered by PhaseZero
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
- Ragin' Cajun Announces New Cheeseburger Seasoning on National Cheeseburger Day
- Warrant Activity, AVERSA™ Progress and a Potentially Transformative Fall Take Center Stage: Nutriband Inc. (N A S D A Q: NTRB)
- Santa Your Way Announces Official 2026 Q4 Holiday Tour: Booking Open For Santa, The 5-star Grinch, And Dual Character Experiences Nationwide
- Put Your Herd on Your Phone: Kiko Nation Makes Livestock Management Simple
- Future Intelligence Think Tank Surpasses 1,000 Members Exploring Human and Artificial Intelligence
- Gary Bernstein Expands Media Leadership Role With Senior Strategic Advisor Appointment To Blacksun Private Equity
- Headline: House of Nova Paints Every Face in Gold at New York Fashion Week
- Can Government Operate Better Through Innovation?
- Michael H. Kaplan Advocates for Seriously Injured Colorado Workers Who Need In-Home Care
- She Writes Python and Produces Music. KayeDinero Has a Question About AI Artists
- Infinity Infusion Solutions Named Finalist for D Magazine's D CEO 2026 Excellence in Healthcare Awards
- There and Back comes to Hillsborough
- One Mile North of 8 Mile: KayeDinero Connects Detroit and Asheville on "Nine Mile"
- Gabby Press Earns High Praise From Feathered Quill About the Unregulated Dangers of Second Generation Corporate AI
- Canadian Tint Expo 2027: Why Every Window Tinter Should Compete in Niagara Falls on April 3rd & 4th
- Detroit Roots, Film Scores and Python Shape KayeDinero's Asheville Sound
- Building a Diversified Healthcare Platform as Exosome Science, Telehealth, Diagnostics & Strategic Acquisitions Converge: NexTel Medical (OTCID: MAJI)
- Most Indiana Plane Crashes Happen Away from the State's Major Airports
- L2 Aviation Welcomes Jason Marshall as Vice President of Sales and Business Development
- Mom Era, Still That Girl: Family Art Tees 25% Off
