Funds Spotlight

* Rated against 229 Tactical Allocation funds
as of 09/30/26

STF Fund

The STF Fund follows easily identifiable trends in the market.

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* The Quantified STF Investor Fund was rated against the following numbers of Tactical Allocation funds over the following time periods: 229 funds in the last three years, 202 funds in the last five years, and 148 funds in the last ten years. With respect to these Tactical Allocation funds, the Quantified STF Investor Fund received a 4-star rating overall, a 4-star rating for 3 years, a 2-star rating for 5 years, and a 5-star rating for 10 years. Past performance is no guarantee of future results. No compensation given for ratings.

Quantified funds

Our Approach

Our approach

Dynamic Risk Management

Today’s market climate is defined by unpredictability. A wealth-management strategy that manages risk first—focusing on preserving wealth and minimizing losses—is the key to investor success.

Our Approach

Strategic Diversification

Our investment strategies offer a three-dimensional approach to diversification that aims to increase the odds that more of your portfolio is correctly positioned to weather market storms.

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