Morningstar

Spectrum Unconstrained Fund Investor Class Shares SUNBX

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

Strategy

The investment seeks total return. The fund invests in a diversified portfolio of primarily fixed income exchange-traded funds ("ETFs") and mutual funds that invest in investment-grade and non-investment grade fixed income securities, preferred stocks as well as derivative instruments. It may also invest directly in the preceding derivatives. The fund invests without restriction as to issuer type, country, capitalization, credit quality or maturity of individual securities held directly or by the mutual funds and ETFs in which it invests. The ETFs and mutual funds may invest in foreign countries including emerging markets.

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
SUNBX	Spectrum Unconstrained Fund Investor Class Shares	No Load	Open			Apr 16, 2021	$6.13M	3.460%	High	$1,000	−$82,365.33

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