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 0.62% 0.62% 2.25% -0.87% -0.99% 0.40%
PERIODS ENDING February 29, 2024
FUND INFORMATION
Symbol QBDSX
Inception Date August 09, 2013
Net Assets $116.8 Million
Expense Ratio 1.59% Investor Class • 2.19% Advisor Class
FACT SHEET