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Nasdaq - Delayed Quote USD

Quantified Market Leaders Investor (QMLFX)

9.14
0.00
(0.00%)
At close: 8:07:00 AM EDT

Fund Summary

The fund will typically invest primarily in equity (common and preferred stocks) or investment grade fixed income securities either directly through individual stocks and American Depositary Receipts (a security that trades in the U.S. financial markets representing a security of a non-U.S. company) ("ADRs") or indirectly through exchange-traded funds ("ETFs") and other investment companies. It invests in fixed-income securities without any restriction on maturity.

Quantified Market Leaders Investor

Hauppauge, NY 11788
450 Wireless Blvd
(240) 223-1998

Fund Overview

Category Tactical Allocation
Fund Family Advisors Preferred
Net Assets 102.12M
YTD Return -10.74%
Yield 0.00%
Morningstar Rating
Inception Date Mar 18, 2016

Fund Operations

Last Dividend 0.20
Last Cap Gain -24.00
Holdings Turnover 1,289.00%
Average for Category --

Fees & Expenses

Expense QMLFX Category Average
Annual Report Expense Ratio (net) 1.48% 1.29%
Prospectus Net Expense Ratio 1.48% --
Prospectus Gross Expense Ratio 1.48% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jerry C. Wagner, Lead Manager since August 09, 2013
Jerry C. Wagner, JD is President,CEO and Chief Investment Officer of Flexible Plan Investments, Ltd. Mr. Wagner was born on May 7, 1947. He holds the degree of Juris Doctor awarded by the University of Michigan in 1973 and degrees of Masters in Labor & Industrial Relations (1970) and Bachelor of Arts (1969) from Michigan State University. Mr. Wagner has been a member of the State Bar of Michigan since 1973. He has been the principal investment adviser representative for Flexible Plan Investments, Ltd. since 1981. Mr. Wagner has a Series 65. His business experience for the last 5 years is as follows: Flexible Plan Investments, Ltd. Investment Adviser

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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