Morningstar

Q3 All-Season Systematic Opportunities Fund C Class QCSOX

Medalist Rating as of Aug 31, 2026 See Q3 Asset Investment Hub

Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in a combination of futures contracts on the S&P 500 or NASDAQ (“Index Futures”), and investments, in money market funds, U.S. Treasury securities, and short term bonds.

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
QASOX	Q3 All-Season Systematic Opportunities Fund Institutional Class	Institutional	Open			Apr 4, 2023	$435.41M	1.330%	Average	$100,000	$147.11M
QCSOX	Q3 All-Season Systematic Opportunities Fund C Class	Level Load	Open			Oct 18, 2024	$3.93M	2.780%	Above Average	$1,000	$1.24M

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