Trending...
- VDG Virtuoso Emerges as a New-Model Independent Industry Figure Blending Artist, Executive, and Infrastructure Builder
- UK Financial Ltd Executes Compliance Tasks Ahead Of First-Ever ERC-3643 Exchange-Traded Token, SMCAT & Sets Date For Online Investor Governance Vote
- Phinge Founder & CEO Robert DeMaio Ranked #1 Globally on Crunchbase, Continues to Convert Previous Debt Owed to Him by Phinge into Convertible Notes
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
- Are You Hiring The Right Heater Repair Company in Philly?
- Charlotte Becomes the Epicenter of HBCU Culture: The 2026 BIG HBCU Southern Classic Returns
- Appliance EMT Expands Professional Appliance Repair Services to Hartford, Connecticut
- Java Holdings LLC Acquires +Peptide, Expanding Portfolio Across Coffee, Science, and Functional Nutrition
- Ascending Solutions Delivers 800 Toys to Boys & Girls Clubs of Gaston
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
- OneSolution® Expands to Orlando with New Altamonte Springs Implant Center
- Indian Peaks Veterinary Hospital Launches Updated Dental Services Page for Boulder Pet Owners
- Dugan Air Donates $10,000 to Indian Creek Schools
- Robert DeMaio, Phinge Founder & CEO, Ranked #1 Globally on Crunchbase, Continues to Convert Previous Debt Owed to Him by Phinge into Convertible Notes
- 2025: A Turning Point for Human Rights. CCHR Demands End to Coercive Psychiatry
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.
0 Comments
Latest on ncarol.com
- Guests Can Save 25 Percent Off Last Minute Bookings at KeysCaribbean's Village at Hawks Cay Villas
- Trump's Executive Order Rescheduling Cannabis: Accelerating M&A in a Multibillion-Dollar Industry
- Genuine Hospitality, LLC Selected to Operate Hilton Garden Inn Birmingham SE / Liberty Park
- tukr box Ministries Launches Meal-Sharing Kit Partnership With Marry Me Marinara
- Documentary "Prescription for Violence: Psychiatry's Deadly Side Effects" Premieres, Exposes Link Between Psychiatric Drugs and Acts of Mass Violence
- Price Improvement on Luxurious Lāna'i Townhome with Stunning Ocean Views
- Nextvisit Co-Founder Ryan Yannelli Identifies Six Critical Factors for Behavioral Health Providers Evaluating AI Scribes in 2026
- Elderhaus Receives 2025 Grant from The Endowment to Strengthen Services and Expand Community Impact
- CredHub and Real Property Management Join Forces to Empower Franchise Owners with Rental Payment Credit Reporting Solutions
- Leimert Park Announces Weeklong Kwanzaa Festival & Kwanzaa Parade Celebrating Black History, Culture, and Community
- Renowned Alternative Medicine Specialist Dr. Sebi and His African Bio Mineral Balance Therapy Are the Focus of New Book
- Psychiatric Drug Damage Ignored for Decades; CCHR Demands Federal Action
- Why Millions Are Losing Sexual Sensation, And Why It's Not Age, Hormones, or Desire
- Justin Jeansonne An Emerging Country Singer-Songwriter Music Fans Have Been Waiting For…a True Maverick
- Russellville Huntington Learning Center Expands Access to Literacy Support; Approved Provider Under Arkansas Department of Education
- UK Financial Ltd Launches U.S. Operations Following Delaware Approval
- Pinealage: the app that turns strangers into meditation companions — in crowdfunding phase
- "Micro-Studio": Why San Diegans are Swapping Crowded Gyms for Private, One-on-One Training at Sweat Society
- Beycome Closes $2.5M Seed Round Led by InsurTech Fund
- Tru by Hilton Columbia South Opens to Guests
