#United States #Rockville #Dynamic Alpha Macro #DYMIX #Morningstar

Dynamic Alpha Macro Fund Tops Morningstar Rankings for 2024

Dynamic Wealth Group (DWG) proudly announces that its Dynamic Alpha Macro Fund, known as DYMIX, has been recognized as the top-performing fund in the Morningstar Macro trading category for 2024. This prestigious result marks a significant milestone since the fund's inception in July 2023, highlighting its robust strategies and unique approach to investing.

The DYMIX fund integrates two distinct but complementary investment strategies. The primary strategy employs a fundamental, global macro approach, which is designed to identify trends and factors influencing markets worldwide. This is paired with a diversified portfolio of U.S. equities, providing investors with a balance that aims to deliver returns independent of the broader market fluctuations. "Leading the category for 2024 indicates that our investment methodology is both effective and beneficial for investors," stated Bradley Barrie, the Managing Director and Chief Investment Officer of DWG. "Our goal is to create a multidimensional portfolio that promotes a smoother investment experience for our clients."

Dolying into the specifics, DYMIX's equity securities strategy focuses on utilizing exchange-traded funds (ETFs) which offer broad market exposure at a low cost. On the other hand, the futures trading strategy engages in various long and short futures positions that diversify the potential for returns. This could involve various assets, including currencies, debt instruments, equities, energy, precious metals, and agricultural products. By merging these two strategies, DWG aims to construct a fund that mitigates the volatility often seen in traditional equity-only strategies, thereby fostering a more stable investment journey for its stakeholders.

The fund's quick recognition by the industry has spurred enthusiasm among DWG team members. "We are ecstatic about DYMIX's success so early in its launch," expressed Catherine Ayers-Rigsby, president of Advisors Preferred. "The Dynamic Wealth Group has established an impressive reputation for delivering innovative solutions and tangible results within the investment sector."

For those interested in exploring the Dynamic Alpha Macro Fund further, additional information can be accessed at Dynamic Alpha Funds or Advisors Preferred. DWG, acting as the sub-adviser to the Dynamic Alpha Macro Fund, was founded to help advisors simplify complexity and develop truly diversified portfolios by introducing distinctive non-correlated strategies.

Advisors Preferred plays a crucial role as the firm oversees the fund's advisory structure, collaborating with investment management firms to launch innovative products while providing comprehensive support including market intelligence, marketing, compliance, and much more. Ceros Financial Services, Inc. acts as the distributor for funds through its extensive network of selling agreements.

Investing in mutual funds is inherently risky, with the potential for significant losses. Risks include Management Risk, Equity Securities Risk, Futures Risk, and others, underscoring the importance of consulting the Fund's prospectus for detailed risk factors and other critical information before making investment decisions. As of December 31, 2024, DYMIX proudly holds the number one spot in the Morningstar Macro Trading category, reinforcing DWG's commitment to providing innovative and effective investment solutions for diverse investor needs.