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Advisors Preferred

Advisors Preferred Parent Rating

Average

In a competitive industry, Advisors Preferred does n't differentiate itself enough, leading to an Average Parent Pillar rating.

The firm's lasting product shelf is its strength. Its 10-year success ratio of 80% means that 80% of its strategies 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 10-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 highest quintile of similarly distributed strategies.

Advisors Preferred Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.07 Bil

Investment Flows (TTM)

−150.75 Mil

Asset Growth Rate (TTM)

−14.31%

# of Share Classes

26
Morningstar Rating # of Share Classes
4
4
2
5
7
Not Rated 4

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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