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Quantified Managed Income Advisor (QBDAX)

8.20
+0.02
+(0.24%)
At close: 8:02:00 PM EDT
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  • Previous Close 8.18
  • YTD Return 2.36%
  • Expense Ratio 2.26%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain -24.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 211.26M
  • Beta (5Y Monthly) 0.23
  • Yield 3.20%
  • 5y Average Return --
  • Holdings Turnover 718.00%
  • Last Dividend 0.26
  • Inception Date Aug 9, 2013

The fund invests primarily in income-producing securities. It does so indirectly through exchange-traded funds ("ETFs"), and other closed-end and open-end investment companies that primarily invest in income-producing securities. The fund may also invest directly in these types of securities. It may invest in fixed-income securities without any restriction on maturity.

Advisors Preferred

Fund Family

Allocation--15% to 30% Equity

Fund Category

211.26M

Net Assets

2013-08-09

Inception Date

Performance Overview: QBDAX

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Trailing returns as of 4/4/2025. Category is Allocation--15% to 30% Equity.

YTD Return

QBDAX
2.36%
Category
3.28%
 

1-Year Return

QBDAX
1.42%
Category
11.74%
 

3-Year Return

QBDAX
0.12%
Category
6.56%
 

5-Year Return

QBDAX
0.45%
Category
5.38%
 

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Holdings: QBDAX

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Sector Weightings

SectorQBDAX
Energy   31.65%
Industrials   11.78%
Technology   9.13%
Healthcare   6.36%
Real Estate   4.13%
Utilities   2.72%

Recent News: QBDAX

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Research Reports: QBDAX

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