Managed Income Fund (QBDSX)

FUND OBJECTIVE

The Fund seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk.

FUND FOCUS

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

FUND PERFORMANCE
TOTAL RETURNS QTR YTD 1 YEAR 3 YEARS 5 YEARS SINCE
INCEPTION
QBDSX -1.46% -0.12% 3.88% 0.19% -1.55% 0.32%
PERIODS ENDING June 30, 2024
FUND INFORMATION
Symbol QBDSX
Inception Date August 09, 2013
Net Assets $113.28 Million
Expense Ratio 1.59% Investor Class • 2.19% Advisor Class
FACT SHEET
Download

Quantified Funds

Flexible Plan Investments, Ltd. serves as subadvisor to the Quantified Funds, distributed by Ceros Financial Services, Inc. (Member FINRA/SIPC). Flexible Plan Investments, Ltd. and Ceros are not affiliated.

Advisors Preferred, LLC serves as investment advisor to the Quantified Funds. Advisors Preferred is a commonly held affiliate of Ceros.

Contact

Funds

About

Resources

©2024 Quantified Funds. All Rights Reserved.