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Quantified Alternative Investment Adv (QALAX)

8.98
-0.01
(-0.11%)
At close: 8:02:00 PM EDT
Loading Chart for QALAX
  • Previous Close 8.99
  • YTD Return -0.22%
  • Expense Ratio 3.36%
  • Category Macro Trading
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 17.22M
  • Beta (5Y Monthly) 0.42
  • Yield 0.89%
  • 5y Average Return --
  • Holdings Turnover 571.00%
  • Last Dividend 0.08
  • Inception Date Mar 18, 2016

The fund will primarily invest indirectly in alternative investments by using exchange-traded funds ("ETFs"), open-end mutual funds and other investment companies. The Subadviser defines "Alternative Investment" as any security or instrument that the Subadviser expects to have returns with a low or negative return correlation with the S&P 500® Index over time.

Advisors Preferred

Fund Family

Macro Trading

Fund Category

17.22M

Net Assets

2016-03-18

Inception Date

Performance Overview: QALAX

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Trailing returns as of 4/29/2025. Category is Macro Trading.

YTD Return

QALAX
0.22%
Category
4.43%
 

1-Year Return

QALAX
4.03%
Category
11.96%
 

3-Year Return

QALAX
0.92%
Category
4.46%
 

5-Year Return

QALAX
5.15%
Category
3.69%
 

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Holdings: QALAX

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Sector Weightings

SectorQALAX
Technology   26.87%
Industrials   17.71%
Healthcare   3.99%
Real Estate   3.12%
Utilities   2.18%
Energy   1.86%

Recent News: QALAX

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Research Reports: QALAX

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