The Fund seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk.
The Quantified Managed Income Fund selects income investments from a universe of bond, equity, REIT and MLP investments to create an optimized risk adjusted return portfolio
TOTAL RETURNS | QTR | YTD | 1 YEAR | 3 YEARS | 5 YEARS | SINCE INCEPTION |
---|---|---|---|---|---|---|
QBDSX | -1.60% | -4.09% | -4.09% | -4.72% | -1.54% | 0.15% |
Symbol | QBDSX |
Inception Date | August 09, 2013 |
Net Assets | $176 Million |
Expense Ratio | 1.55% Investor Class • 2.15% Advisor Class |