Nasdaq - Delayed Quote USD
Quantified Managed Income Advisor (QBDAX)
8.17
+0.01
+(0.12%)
As of 8:07:00 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- 100
- Min Initial Investment, AIP
- 100
- Min Subsequent Investment
- 10,000
- Min Subsequent Investment, IRA
- 0
- Min Subsequent Investment, AIP
- 10
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Raymond James
- Commonwealth Universe
- DailyAccess Corporation RTC
- Scottrade NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - 10.29.2021
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--15% to 30% Equity |
| Fund Family | Advisors Preferred |
| Net Assets | 211.26M |
| YTD Return | 2.36% |
| Yield | 3.20% |
| Morningstar Rating | |
| Inception Date | Aug 09, 2013 |
Performance & Risk
| YTD Return | 1.37% |
| 5y Average Return | -1.13% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.23 |
| Morningstar Risk Rating |
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