The Fund seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk.
The Quantified Managed Income Fund selects income investments from a universe of bond, equity, REIT and MLP investments to create an optimized risk adjusted return portfolio
TOTAL RETURNS | QTR | YTD | 1 YEAR | 3 YEARS | 5 YEARS | SINCE INCEPTION |
---|---|---|---|---|---|---|
QBDSX | 3.10% | 2.46% | 1.62% | -0.96% | -1.87% | 0.55% |
Symbol | QBDSX |
Inception Date | August 09, 2013 |
Net Assets | $166.79 Million |
Expense Ratio | 1.59% Investor Class • 2.19% Advisor Class |