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Spectrum Unconstrained Investor (SUNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.780.00 (0.00%)
At close: 08:00PM EDT

Spectrum Unconstrained Investor

Hauppauge, NY 11788

450 Wireless Blvd

Advisors Preferred Trust

(240) 223-1998
Management information
,Lead manager since 30 December 2022
Elena Piper, Assistant Portfolio Manager to each Fund, has served as Portfolio Management Analyst of the Sub-Adviser since February 2021. From August 2018 to December 2020, Ms. Piper served as Investment Analyst for Epoch Investment Partners, Inc. and as a Senior Investment Analyst from December 2020 to February 2021. Previously, from July 2016 to July 2018 she served as an Analyst for Ernst & Young Financial Services Advisory Group. Ms. Piper graduated from Stevens Institute of Technology with a Bachelor of Science in Quantitative Finance with a minor in Economics and Mathematics. Ms. Piper received her certification as a Chartered Financial Analyst in March 2022.
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

CategoryNontraditional Bond
Fund familyAdvisors Preferred
Net assets8.09M
YTD return-0.88%
Yield2.84%
Morningstar ratingN/A1
Inception date15 Apr 2021

Fund operations

Last dividend0.18
Last cap gain-14.00
Holdings turnover1,418.00%
Average for categoryN/A

Fees and expenses

ExpenseSUNBXCategory average
Annual report expense ratio (net)2.75%1.23%
Prospectus net expense ratio2.75%N/A
Prospectus gross expense ratio2.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A