Morningstar

Quantified STF Fund Advisor Class QSTAX

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's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend following Strategy.

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
QSTFX	Quantified STF Fund Investor Class	No Load	Open			Nov 13, 2015	$246.59M	1.730%	Above Average	$10,000	−$48.76M
QSTAX	Quantified STF Fund Advisor Class	Level Load	Open			Nov 13, 2015	$36.27M	2.350%	Average	$10,000	$2.74M

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