Menu
ncarol.com
  • Home
  • Business
  • Finance
  • Financial
  • Music
  • Health
  • Loans
  • Boat Dealers
  • Nyse
ncarol.com

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

Trending...
  • $26 Billion Global Market by 2035 for Digital Assets Opens Major Potential for Currency Tech Company with ATM Expansion and Deployment Plans Underway - 102
  • UK Financial Ltd Announces CoinMarketCap Supply Verification And Market Positioning Review For Regulated Security Tokens SMPRA And SMCAT
  • Sharpe Automotive Redefines Local Car Care with "Transparency-First" Service Model in Santee
Flexible Plan Investments, Ltd.
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
  • Long Long Tales: Bilingual Cartoon Series on Youtube Celebrating Chinese New Year
  • MAX Illumination Redefines Cabinet Displays with New Edge-Lit LED Technology
  • Impact Futures Group expands through acquisition of specialist healthcare sector training provider Caring for Care
  • FeedSocially - Post Once, Publish Everywhere
  • James D. Harding Promoted to Century Fasteners Corp. – Managing Director

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
  • Finland's New Gambling Watchdog Handed Sweeping Powers to Revoke Licenses and Block Illegal Casino Sites
  • Powering the AI, Defense and Aerospace Future with Energy Infrastructure and Digital Asset Strength: KULR Technology Group, Inc. $KULR
  • $10 Price Target in Think Equity Report Supported by Inventory Financing Floorplan Boot to $60 Million for 2026 Sales Growth in Pre-Owned Boats: $OTH
  • Poolvillas Expands Local Presence on the Costa Blanca with New Offices in Moraira and Denia – Over 30 Years of Expertise Now Even Closer to Guests
  • Radarsign Redefines Crosswalk Safety with Launch of CrossCommand™ RRFB Crosswalk

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.

Contact
Melissa Karas (CMO)
Flexible Plan Investments, Ltd.
***@flexibleplan.com


Source: Flexible Plan Investments, Ltd.

Show All News | Report Violation

0 Comments
1000 characters max.

Latest on ncarol.com
  • 14 Years of Sparking Curiosity in Out-of-School Time: From Empowering Gen Z to Nurturing Gen Alpha
  • Secondesk Launches Powerful AI Tutor That Speaks 20+ Languages
  • Automation, innovation in healthcare processes featured at international conference in Atlanta
  • A High-Velocity Growth Story Emerges in Marine and Luxury Markets
  • $26 Billion Global Market by 2035 for Digital Assets Opens Major Potential for Currency Tech Company with ATM Expansion and Deployment Plans Underway
  • 1300+ Small Business Leaders Sign Letter to Congress Urging Prompt Action to Protect US Innovation
  • Peernovation 365 is Now Available
  • Snap-a-Box Brings Texas' First Robot-Cooked Chinese Takeout to Katy–Fulshear
  • UK Financial Ltd Makes History as MayaCat (SMCAT) Becomes the World's First Exchange-Traded ERC-3643 Security Token
  • Narcissist Apocalypse Marks 7 Years as a Leading Narcissistic Abuse Podcast
  • High-Impact Mental Health Platform Approaching a Defining Regulatory Moment: Eclipsing 70,000 Patients on Real World Use of Ketamine: N ASDAQ: NRXP
  • CryptaBox Introduces a Hardware Crypto Cold Storage Wallet
  • YWWSDC Launches AI-Native Digital Asset Infrastructure, Merging Technical Innovation with US-Standard Compliance
  • High-End Exterior House Painting in Boulder, Colorado
  • Simpson and Reed Co-Founders Shardé Simpson, Esq. and Ciara Reed, Esq. Launch "Hello Wilma,"
  • Report Outlines Key Questions for Individuals Exploring Anxiety Treatment Options in Toronto
  • Rande Vick Introduces Radical Value, Challenging How Brands Measure Long-Term Value
  • Lisa Mauretti Launches Peace of Mind Travel Coaching to Guide Fearful Travelers to Discover the World with Confidence
  • New Year, New Home: Begin 2026 at Heritage at South Brunswick
  • Food Journal Magazine Releases Its 'Best Food In Los Angeles Dining' Editorial Section
_catLbl0 _catLbl1

Popular on ncarol.com

  • VDG Virtuoso Emerges as a New-Model Independent Industry Figure Blending Artist, Executive, and Infrastructure Builder - 117
  • Walmart $WMT and COSTCO.COM $COST Distribution as SonicShieldX™ Platform Sets the Stage for Accelerated Growth in 2026: AXIL Brands (N Y S E: AXIL) - 115
  • A Well-Fed World, Youth Climate Save and PAN International Launch PHRESH: A Global Directory of Plant-Based Hunger Relief Organizations - 109
  • Documentary "Prescription for Violence: Psychiatry's Deadly Side Effects" Premieres, Exposes Link Between Psychiatric Drugs and Acts of Mass Violence - 107
  • $26 Billion Global Market by 2035 for Digital Assets Opens Major Potential for Currency Tech Company with ATM Expansion and Deployment Plans Underway - 102
  • Kaltra Launches Next-Gen MCHEdesign With Full Integration Into MCHEselect — Instant Simulation & Seamless Microchannel Coil Workflow - 101
  • UK Financial Ltd Announces CoinMarketCap Supply Verification And Market Positioning Review For Regulated Security Tokens SMPRA And SMCAT
  • David Boland, Inc. Awarded $54.3M Construction Contract by U.S. Army Corps of Engineers, Savannah District
  • Lick Personal Oils Introduces the Ultimate Valentine's Day Gift Collection for Romantic, Thoughtful Gifting
  • UK Financial Ltd Executes Compliance Tasks Ahead Of First-Ever ERC-3643 Exchange-Traded Token, SMCAT & Sets Date For Online Investor Governance Vote

Similar on ncarol.com

  • Daniel Kaufman Launches a Vertically Integrated Real Estate and Investment Platform
  • Powering the AI, Defense and Aerospace Future with Energy Infrastructure and Digital Asset Strength: KULR Technology Group, Inc. $KULR
  • $10 Price Target in Think Equity Report Supported by Inventory Financing Floorplan Boot to $60 Million for 2026 Sales Growth in Pre-Owned Boats: $OTH
  • Acuvance Acquires ROI Healthcare Solutions, Building a Dedicated Healthcare ERP Practice
  • Home Prices Just Hit 5X Median Income — So Americans Are Buying Businesses Instead of Houses
  • UK Financial Ltd Announces CoinMarketCap Supply Verification And Market Positioning Review For Regulated Security Tokens SMPRA And SMCAT
  • A High-Velocity Growth Story Emerges in Marine and Luxury Markets
  • $26 Billion Global Market by 2035 for Digital Assets Opens Major Potential for Currency Tech Company with ATM Expansion and Deployment Plans Underway
  • UK Financial Ltd Makes History as MayaCat (SMCAT) Becomes the World's First Exchange-Traded ERC-3643 Security Token
  • High-Impact Mental Health Platform Approaching a Defining Regulatory Moment: Eclipsing 70,000 Patients on Real World Use of Ketamine: N ASDAQ: NRXP
Copyright © 2026 ncarol.com | Contact Us | Privacy Policy | Terms of Service | Contribute