Advisors Preferred

Longevity at the firm has been impressive. Its 10-year success ratio is 80%, meaning that 80% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Advisors Preferred's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.6 stars, which is about standard. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Advisors Preferred's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.