Morningstar

Quantified Common Ground Fund Investor Class Shares QCGDX

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

Strategy

The investment seeks total return. The fund invests primarily in common stocks and bonds of issuers that the Subadviser considers compliant with both ESG (Environmental, Social and Governance) and BRI (Biblically Responsible Investing) standards. The Subadvisor may also use ESG and BRI exchange-traded funds ("ETFs") and mutual funds to execute its strategy. It invests in ETFs and mutual funds that are not affiliated with the Adviser or Subadviser. The fund is non-diversified.

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
QCGDX	Quantified Common Ground Fund Investor Class Shares	No Load	Open		—	Dec 27, 2019	$93.48M	1.610%	High	$10,000	−$29.08M
QCGAX	Quantified Common Ground Fund Advisor Class Shares	Level Load	Open		—	Jan 31, 2025	$1.07M	2.240%	High	$10,000	−$115,146.37

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