Morningstar names Quantified STF Fund top-performing tactical-allocation fund in 2020
ncarol.com/10095784

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 Brands + Bands Strategy Group Founder Nadia Vanderhall Selected For Intuit IDEAS Program
• Revenue Optics Ignites AI Revolution in Industrial Distribution
• Arnica Unveils "Arnie AI" to Secure the Future of AI-Driven Software Development
• Axiros North America Announces New CEO: Gabriel Davidov
• CCHR Exposes Harms Behind Today's Mental Health Awareness Campaigns

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

• Now Is the Right Time: Kaltra Highlights Its Proven Replacement Microchannel Coils
• How to Optimize Your Website for AI Search with DeepRank AI
• New Free Science Bingo Cards Help Grade 1 Students Learn Through Play
• DeployHub Joins Catalyst Campus SDA TAP Lab
• Veterans Day 2025: Virginia Veterans Can Claim Free Words of Veterans Book Vouchers

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.