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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. With an average tenure of seven years among the longest-tenured managers at Advisors Preferred, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Advisors Preferred open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Advisors Preferred's rating.

Advisors Preferred Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.10 Bil

Investment Flows (TTM)

−165.65 Mil

Asset Growth Rate (TTM)

−14.79%

# of Share Classes

26
Morningstar Rating # of Share Classes
4
3
4
3
8
Not Rated 4

Morningstar Mentions

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