Morningstar

Quantified Market Leaders Fund Advisor Class QMLAX

Medalist Rating as of Aug 31, 2026 See Advisors Preferred Investment Hub

Strategy

The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. The fund will typically invest primarily in equity (common and preferred stocks) or investment grade fixed income securities either directly through individual stocks and American Depositary Receipts (a security that trades in the U.S. financial markets representing a security of a non-U.S. company) ("ADRs") or indirectly through exchange-traded funds ("ETFs") and other investment companies. It invests in fixed-income securities without any restriction on maturity.

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
QMLFX	Quantified Market Leaders Fund Investor Class	No Load	Open			Aug 9, 2013	$94.98M	1.530%	Average	$10,000	−$62.37M
QMLAX	Quantified Market Leaders Fund Advisor Class	Level Load	Open			Mar 18, 2016	$133,635.00	2.130%	Below Average	$10,000	$1,353.22

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