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Quantified STF Fund Investor Class (QSTFX)

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9.75+0.06 (+0.62%)
At close: 08:00PM EDT

Quantified STF Fund Investor Class

Advisors Preferred Trust

450 Wireless Blvd

Hauppauge, NY 11788

Management Information
Jerry Wagner,Lead Manager since November 12, 2015
Jerry C. Wagner, JD is President and Chief Investment Officer of Flexible Plan Investments, Ltd. Mr. Wagner was born on May 7, 1947. He holds the degree of Juris Doctor awarded by the University of Michigan in 1973 and degrees of Masters in Labor & Industrial Relations (1970) and Bachelor of Arts (1969) from Michigan State University. Mr. Wagner has been a member of the State Bar of Michigan since 1973. He has been the principal investment adviser representative for Flexible Plan Investments, Ltd. since 1981. Mr. Wagner has a Series 65. His business experience for the last 5 years is as follows: Flexible Plan Investments, Ltd. Investment Adviser
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyAdvisors Preferred
Net Assets200.56M
YTD Return-17.61%
Morningstar Rating★★★★★
Inception DateNov 12, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover238.00%
Average for CategoryN/A

Fees & Expenses

ExpenseQSTFXCategory Average
Annual Report Expense Ratio (net)1.65%1.29%
Prospectus Net Expense Ratio1.65%N/A
Prospectus Gross Expense Ratio1.65%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection520N/A
5 Yr Expense Projection897N/A
10 Yr Expense Projection1,955N/A