Morningstar

Quantified Rising Dividend Tactical Fund Investor Class Shares QRDTX

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

Strategy

The investment seeks total return consistent with a moderate tolerance for risk. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in ETFs, closed-end funds and mutual funds and stocks that pay a dividend. The advisor anticipates investing primarily in domestic and foreign large-cap and mid-cap equities, directly or through underlying funds. To a lesser extent, the fund may invest in underlying funds that invest primarily in investment grade fixed income securities of any 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
QRDTX	Quantified Rising Dividend Tactical Fund Investor Class Shares	No Load	Open			Apr 14, 2021	$17.58M	1.810%	High	$10,000	$11.17M

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