Morningstar

Quantified Alternative Investment Fund Investor Class QALTX

Rating as of Sep 30, 2026 See Advisors Preferred Investment Hub

Strategy

The investment seeks high total return from alternative investment vehicles on an annual basis consistent with a high tolerance for risk. The fund will primarily invest indirectly in alternative investments by using exchange-traded funds (“ETFs”), open-end mutual funds, other investment companies, or pooled investment vehicles. The subadviser defines “Alternative Investment” as any security or instrument that the Advisor expects to have returns with a low or negative return correlation with the S&P 500® Index over time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QALTX	Quantified Alternative Investment Fund Investor Class	No Load	Open		—	Aug 9, 2013	$7.67M	2.410%	Above Average	$10,000	$9.09M
QALAX	Quantified Alternative Investment Fund Advisor Class	Level Load	Open		—	Mar 18, 2016	$56,763.00	3.060%	High	$10,000	$4,079.46

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