Popular on EntSun
- Female Motorsports Sponsorship & Expansion; Acquisition Agreement of UAE-Based Sports Incubator by Online Lottery & Sports Game Provider: Lottery.com - 233
- Experience Trembling Firsthand with the New AgeMan® Tremor Simulator - 216
- WOA Entertainment Group Unveils Independent No.1's: Breakthrough Artists II —A Celebration of Indie Excellence - 213
- Edtech Startup Young Commanders Launches 'Visionaries Without Sight' Collection Celebrating Blind and Visually Impaired Historical Figures - 208
- IRF Builders Forum Brings Global Leaders to Washington, D.C. to Advance Religious Freedom Through Cooperative Engagement - 171
- Let's Talk Series: At the Crossroads: Immigration Today - 155
- Token-Operated Sake Service Opens at Tobu Nikko Station - 126
- JMC Princess Announces Release of Empowering New Single "PRETTY" – A Summer Anthem for Young Girls Everywhere - 123
- Honoring Black History, Culture, and Community in Fall River - 122
- $77.8 Million in Revenue Through April 2025, Confirms Full-Year Guidance; Fast-Track to 400 Million Run Rate; $1 Billion Target After Key Acquisition - 116
Similar on EntSun
- $18 Price Target Issued in New Research Report After $34 Million Revenue Forecast from Acquisition; $101.5 Million Net Revenue in 2025; NAS DAQ: IQST
- The AML Shop Launches New Financial Investigations Unit, Appoints Director to Lead the Initiative
- Digital Watchdog Launches New myDW Cloud Services
- AI Innovation Dual-Strategy Business Model Focused on Real Estate Development for Strategic Expansion: OFA Group, (N A S D A Q: OFAL)
- $17.4 Million Total Revenue for First Half of 2025 (up 31.8% YOY) for Global Wet Trades Services Provider with High Value Bitcoin Investments
- $12.8 Million Net Revenue for 2024 for Cloud-Based Crowdsourcing Recruitment and SaaS-Enabled HR Solutions Provider: Baiya International Group Inc
- Plan to Launch Silo Technologies' Cybersecurity Pilot Program for Ultimate Nationwide Deployment via Exclusive Partnership: Stock Symbol: BULT
- Robert Michael & Co. Real Estate Team Celebrates Industry Recognition and Showcases Premier Central Florida Listings
- AI-Based Neurotoxin Countermeasure Initiative Launched to Address Emerging National Security Needs: Renovaro, Inc. (N A S D A Q: RENB)
- $796,000 in Q2 Revenue Marks Highest Earnings to Date on 3 Trailing Quarters of Profitability in Multi-Billion Homebuilding Sector: Stock Symbol: IVDN
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
- Couture By Elesia Reclaims The Runway Of Everyday Life With Bold Return And New Hiya Sunshine Line
- BillBoards Inc. Hits the Road with God Bless America Tour and Reality Series Now Streaming on Tubi TV
- Cynthia Pinot Among Artists Selected for Renowned London Art Biennale 2025
- Real Estate Experts Highlight Jersey Shore as a Smart Buy in 2025
- Slipaway Food Truck Park & Marina announces opening weekend July 4-6
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
- 16-Year-Old Entrepreneur Discovers All-Natural Skincare Breakthrough That Works in Just 48 Hours
- Collision Course Concert Series Returns to Atlanta
- $18 Price Target Issued in New Research Report After $34 Million Revenue Forecast from Acquisition; $101.5 Million Net Revenue in 2025; NAS DAQ: IQST
- West Dentistry Welcomes New Oral Surgeon to Enhance Patient Care
- BayView Entertainment, Inc. Releases Multi Award-Winning Horror Film 'The Forest Through the Trees'
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.
Filed Under: Investment, Financial
0 Comments
Latest on EntSun News
- Construcción del Corredor Norte–Sur (NSC) de Singapur
- New Report: Slip and Fall Accidents Rank as the Leading Cause of Construction Site Fatalities
- Get Your Cowboy Boots On! Causeway Country BBQ Music Festival Kicks Off September 12–14 in Ft. Pierce
- Retired Hobbyist Launches Bold Weekly Album Project Using AI Songwriting Tools
- DimHum Launches Revolutionary CrowdShipping Service
- Eolian Signs New Information Exchange Agreement with the U.S. Department of Defense for Technology Innovation
- Jekale (JK) Debuts R-B Single "Jungle" Inspired by Fashion, Storytelling, and Self-Discovery
- Favorite Wedding Décor Ideas to Inspire Your Big Day: From Vision to Venue
- Infinite Health Introduces Cutting-Edge Regenerative Medicine for Wound Care with Trip Goolsby, MD
- Riser Music's LYKN Adds India, Mexico & U.s. Dates To "unleashed" World Tour
- A Theatrical Experience Like No Other: "A Praying Mama, A Rebellious Son" Comes August 30
- Prolific Hollywood Actor Phillip E. Walker-MFA is Experiencing His Best Year of Employment Ever
- Top Dentist Concord CA, Smile Makers Dental Care, Celebrates 500 5-Star Reviews
- Bio-Inspired Technology-Dynamic and Adaptable for unknown real-world environments
- ALIVE and KICKING: LAUGHTER NEVER GETS OLD has its World Premiere July 11-20 in St. Charles, IL
- Michael Reafsnyder opens solo exhibition at Scott Richards Contemporary Art in San Francisco
- Valley Sleep Therapy Expands to Prescott with New Location at Crossings Road
- Live Courageously Hosts Ann-Marie Murrell, Author, Journalist, Former Political Commentator
- $17.4 Million Total Revenue for First Half of 2025 (up 31.8% YOY) for Global Wet Trades Services Provider with High Value Bitcoin Investments
- $12.8 Million Net Revenue for 2024 for Cloud-Based Crowdsourcing Recruitment and SaaS-Enabled HR Solutions Provider: Baiya International Group Inc