Quantified Alternative Investment Inv (QALTX)
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Quantified Alternative Investment Inv
Hauppauge, NY 11788
450 Wireless Blvd
Advisors Preferred Trust
(240) 223-1998
Management information
Jerry C. Wagner,Lead manager since 8 August 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
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMacro Trading
Fund familyAdvisors Preferred
Net assets26.21M
YTD return7.00%
Yield3.33%
Morningstar rating★★
Inception date17 Mar 2016
Fund operations
Last dividend0.32
Last cap gain-14.00
Holdings turnover971.00%
Average for categoryN/A
Fees and expenses
ExpenseQALTXCategory average
Annual report expense ratio (net)2.17%1.52%
Prospectus net expense ratio2.17%N/A
Prospectus gross expense ratio2.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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