Morningstar

Quantified Tactical Sectors Fund Investor Class Shares QTSSX

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 is aggressively managed by the Subadviser using a tactical strategy that typically results in high portfolio turnover. Tactical asset allocation is an active portfolio management strategy that shifts the percentage of assets held in various sectors to seek to take advantage of what the Subadviser believes are the strongest market sectors. It invests primarily in equity securities either directly through individual stocks or indirectly through exchange-traded funds ("ETFs") and other investment companies.

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
QTSSX	Quantified Tactical Sectors Fund Investor Class Shares	No Load	Open			Mar 4, 2021	$83.47M	1.720%	High	$10,000	$16.74M

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