Popular on EntSun
- Ice Melts. Infrastructure Fails. What Happens to Clean Water? - 203
- Purple Heart Recipient Honored by Hall of Fame Son In Viral Tribute Sparking National Conversation on Service Fatherhood, Healing and Legacy - 190
- François Arnaud, star of Heated Rivalry, is the real-life inspiration behind Christopher Stoddard's novel At Night Only - 175
- Amicly Launches as a Safety-First Social App Designed to Help People Build Real, Meaningful Friendships - 152
- The Legal AI Showdown: Westlaw, Lexis, ChatGPT… or EvenSteven? - 151
- iPOP Alum Jacob Batalon Stars in Amazon Prime's "The Wrecking Crew" - 134
- Fritz Coleman's Show "Unassisted Residency" Begins Third Year at El Portal Theatre - 132
- Actor Phillip Steward Featured on The Industry Podcast with James Winborn - 129
- DJ Rad Talks Strategy, Survival & Success with Wealth Strategy Media - First Voice in 50 Cent Doc - 127
- Primeindexer Google indexing platform launched by SEO Danmark APS - 124
Similar on EntSun
- JGCMGS Details Architecture to Safeguard Assets From Unauthorized Phishing Scams
- U.S. Government Contracts in Excess of 38 Million Secured Through Partner, Establishing Multi-Year Defense Revenue Platform Through 2032: $BLIS
- $IBG accelerates toward transformative merger with BlockFuel as $6 million raise fuels dual-industry growth strategy: N A S D A Q: IBG
- High-Growth Power Infrastructure Play Targets AI Boom: 1606 Corp. Executes Aggressive Texas Expansion Strategy: 1606 Corp. (Stock Symbol: CBDW) $CBDW
- Accelerating the Transformation into a U.S. Nuclear Fuel Cycle Leader: Frontier Nuclear and Minerals Inc. (N A S D A Q: FNUC)
- Ozz Metals Ltd Secures 1-Tonne Gold Offtake Agreement
- Compliant Workspace announces partnership with Blackpoint Cyber
- Record Sales Growth After Strategic Acquisitions; New Distribution Agreements for Established Premium Cigar Supplier: Green Leaf Innovations $GRLF
- Acquisition of Israeli Defense Manufacturing Platform to Accelerate AI-Driven Autonomous Systems: VisionWave Holdings, Inc.: (N A S D A Q: VWAV)
- $317M Revenue and a Clear Path to $1B: $IQST is Positioned for a Major Profitability Inflection
Morningstar names Quantified STF Fund top-performing tactical-allocation fund in 2020
EntSun News/10859742
BLOOMFIELD HILLS, Mich. - EntSun -- 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 EntSun News
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 EntSun News
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.
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 EntSun News
- Canadian Agency YCAA Is Changing How Actors Build Careers in the Age of Streaming and Audience Fragmentation
- USA Best Book Awards Finalist What Love Leaves Behind Releases March 24
- DMS Studios Announces "Prayer of Jabez" Mime Visual
- VanDyke Entertainment Announces Release of "404 Day" by Augustus
- Cleverly Using Tax Refunds to Purchase Eyeglasses
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 EntSun News
- Inkdnylon Custom Apparel Launches Cost-Saving System for Promotional Products and Custom Apparel in Chicago
- ENTOUCH Named Finalist for 2026 North American Inspiring Workplaces Awards
- Cleveland County Goat Farm NC Kikos Featured in "Feature Farmer Friday" Documentary
- Tony Grundler Introduces Artificial Intelligence V.S. Avatar-Ian's
- Pixel Swarm Drones lights up the sky at Cooper City's 67th Founder's Day 2026 with 200 Dronesl
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.
Source: Flexible Plan Investments, Ltd.
0 Comments
Latest on EntSun News
- Limited Brigade Leader Sponsorship Opens for Youth-Focused Businesses & Attractions
- Free Sci-Fi Leadership Program Offers Positive Alternative for Kids in a Distracted Digital World
- R&B Singer Nicc LaRue releases anticipated single, "GOLD"
- Tint Academy Training in Dallas Texas: Learn Window Tint & PPF Installation
- DJ Drewstyle Launches Bach Party DJ Service This Weekend — A New Scottsdale Option
- $IBG accelerates toward transformative merger with BlockFuel as $6 million raise fuels dual-industry growth strategy: N A S D A Q: IBG
- High-Growth Power Infrastructure Play Targets AI Boom: 1606 Corp. Executes Aggressive Texas Expansion Strategy: 1606 Corp. (Stock Symbol: CBDW) $CBDW
- Accelerating the Transformation into a U.S. Nuclear Fuel Cycle Leader: Frontier Nuclear and Minerals Inc. (N A S D A Q: FNUC)
- Ozz Metals Ltd Secures 1-Tonne Gold Offtake Agreement
- MyDressEdit.com Launches a Curated Luxury Women's Workwear Fashion & Style Editorial Platform
- Jet Set: The Ultimate Coachella Afterparty
- Heritage at Manalapan Introduces New Single-Family Home Community in One of Monmouth County's Most Desirable Locations
- Compliant Workspace announces partnership with Blackpoint Cyber
- Michigan Homeowners Urged to Act on Rising Basement Waterproofing Needs Amid Severe Flood
- Psychic Goes for Ninth Consecutive Fight Prediction at UFC London
- Willie J Celebrates #1 Amazon Music EP "Eternal Love Vol. 1" With Global Listening Party
- Event Solutions Enters New Era: Announces New Leadership
- Carlsbad Hotel Named Best of La Quinta Award Winner
- Scoop Social Co. Launches a New Era of Mobile Hospitality — One Truck, Two Experiences
- Record Sales Growth After Strategic Acquisitions; New Distribution Agreements for Established Premium Cigar Supplier: Green Leaf Innovations $GRLF
