Dynamic Alpha Macro Fund Achieves Top Ranking in Morningstar for Two Years in a Row

Dynamic Alpha Macro Fund Achieves #1 Ranking

Dynamic Wealth Group (DWG) recently announced a significant achievement, as its Dynamic Alpha Macro Fund (DYMIX) has clinched the number one spot in the Morningstar Macro Trading category for the year 2025. This remarkable accolade underscores the fund's sustained excellence, following its top ranking in 2024.

The Dynamic Alpha Macro Fund was launched in July 2023, aiming to meet the growing demand for diversified investment strategies beyond traditional stock and bond portfolios. The fund's unique approach combines two distinct and non-correlated components: a fundamental, discretionary global macro strategy and a passive investment in U.S. equities. This flexibility allows the fund to adapt to changing macroeconomic conditions, making it a versatile choice for investors.

Bradley Barrie, the Portfolio Manager and Chief Investment Officer at DWG, commented on this latest recognition. He noted, "Leading our category for a second consecutive year reflects the resilience of our strategy. The Fund's approach has showcased equity-like performance during certain periods while maintaining a non-correlated structure, thereby effectively addressing the diversification challenges faced by today’s investors."

The Advisory team from Advisors Preferred, who serves as the adviser for the Dynamic Alpha Macro Fund, highlighted the consistency and rigor behind the fund’s performance. "What stands out is not just the ranking itself, but the repeatability of the successful process behind it," stated Catherine Ayers-Rigsby, President of Advisors Preferred. "DWG has developed a thoughtful and well-structured strategy that effectively integrates institutional-quality macro thinking into a mutual fund format, which we believe continues to resonate with financial advisers and investors alike."

The fund's impressive ranking followed a rigorous evaluation process. According to Morningstar, by the end of 2024 and into 2025, the Dynamic Alpha Macro Fund was positioned as the top performer among 60 funds for 2024 and 40 funds for 2025 based on one-year total returns. It’s essential to note that these rankings are contingent on historical performance, which, while indicative, is always subject to fluctuations in the financial markets.

By December 31, 2025, the Dynamic Alpha Macro Fund reported a Net Asset Value (NAV) of 13.66, exhibiting significant annual growth. The fund achieved a year-to-date return of 25.36%, showcasing a strong performance trajectory since its inception.

Investors are advised to thoroughly consider the investment objectives, associated risks, charges, and fees prior to investing in funds like the Dynamic Alpha Macro Fund. Detailed information on these aspects can be found in the fund's prospectus, obtainable via a simple inquiry.

As financial markets evolve, the importance of adopting innovative, non-correlated investment strategies becomes more apparent. The Dynamic Alpha Macro Fund stands as a testament to this evolving landscape, offering insights into effective investment methodologies that can harness macroeconomic trends while mitigating risks.

For those interested in learning more about the Dynamic Alpha Macro Fund and its offerings, they can visit www.dynamicalphafunds.com or reach out to Advisors Preferred at www.advisorspreferred.com. Be sure to keep an eye on this fund to see how it continues to navigate the complexities of the financial world and maintain its status as a leader in its category.