Managed Income Fund (QBDSX)

FUND OBJECTIVE

The Fund seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk.

FUND FOCUS

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

FUND PERFORMANCE
TOTAL RETURNS QTR YTD 1 YEAR 3 YEARS 5 YEARS SINCE
INCEPTION
QBDSX 2.23% 1.60% 1.62% -0.96% -1.64% 0.47%
PERIODS ENDING August 31, 2024
FUND INFORMATION
Symbol QBDSX
Inception Date August 09, 2013
Net Assets $174.89 Million
Expense Ratio 1.59% Investor Class • 2.19% Advisor Class
FACT SHEET
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Flexible Plan Investments, Ltd. serves as subadvisor to the Quantified Funds, distributed by Ceros Financial Services, Inc. (Member FINRA/SIPC). Flexible Plan Investments, Ltd. and Ceros are not affiliated.

Advisors Preferred, LLC serves as investment advisor to the Quantified Funds. Advisors Preferred is a commonly held affiliate of Ceros.

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The information provided on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investment products, or services. Any such offer or solicitation can only be made by means of a prospectus or similar offering document, and only in jurisdictions where it is legal to do so. The materials on this site are not intended to be, nor should they be construed as, investment advice.

 

There is no guarantee that any investment strategy will generate a profit or prevent a loss. An investment in the Funds entails risk, including loss of principal.  Past performance does not guarantee future results. There is no guarantee the fund will achieve its investment objective. 

 

Request A Prospectus: 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 or access online at https://www.quantifiedfunds.com/fund-documents. Each prospectus should be read carefully prior to investing in the Quantified Funds. 

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