Quantified Funds Announces Strategic Name Change
Quantified Funds, a prominent player in the investment sector, has announced a significant change regarding one of its key offerings. The Gold Bullion Strategy Fund (QGLDX) will now be known as the
Quantified Gold Futures Tracking Fund, with the new name going into effect on
February 3, 2026. This rebranded identity not only modernizes the fund's image but also adds a layer of clarity for investors and advisers looking for effective gold investment strategies.
The decision to rename the fund stems from its committed
quantitative, rules-based approach to providing exposure to gold futures. As the markets continue to shift, highlighting a systematic method of investing becomes increasingly vital to both potential and current investors. Jerry Wagner, President and Founder of Flexible Plan Investments, who oversees the fund, articulated that this transition is a strategic move aimed at enhancing understanding among investors regarding the fund’s objectives. He stated, “As interest in gold increases, we believe this change provides greater clarity for advisors and investors evaluating gold exposure within diversified portfolios.”
Reasons Behind the Name Change
The name change reflects a broader trend in the finance and investment landscape, where clarity is paramount in communicating a fund's strategy and goals. The previous name, while functional, did not align closely with the
strategic intent of the fund, which aims to track the daily price of gold bullion effectively.
Moreover, the funds' investment objectives, strategies, and portfolio management teams will
remain unchanged, ensuring that existing investors can maintain their confidence in the fund's performance stability and purpose despite the branding overhaul.
The Quantified Gold Futures Tracking Fund is part of a family of investment products designed to provide investors not only with competitive returns but also with dynamically managed risk. This approach aligns well with the historical role of gold as a diversification tool within investment portfolios, especially when macroeconomic conditions are unpredictable.
Performance Overview
Looking back over the last year, gold’s performance has proven robust amidst changing inflation expectations and currency dynamics, contributing positively to the overall portfolio strategy. During
2025, the fund reported impressive gains, boasting a
59.85% return for the year. More specifically,
11.02% in the last quarter, showcasing the effectiveness of its disciplined quantitative methodology even in volatile market conditions.
Historical performance data indicates that while past results do not guarantee future outcomes, the fund's consistent performance across different market environments serves as a strong motivation for potential investors.
| Performance Metrics | QGLDX (Investor Class) | SP 500 TR Index | SP GSCI Gold Index |
|---|
| 1 Year | 59.85% | 17.88% | 62.48% |
|---|
| 3 Year | 29.88% | 23.01% | 32.37% |
|---|
| 5 Year | 14.39% | 14.42% | 17.13% |
|---|
| 10 Year | 12.04% | 14.82% | 14.02% |
|---|
Inception Date: July 9, 2013
Expense Ratio: Investor Class 1.46% | Advisor Class 2.05%
About the Management
Flexible Plan Investments, established in
1981, is recognized as a founding member of the National Association of Active Investment Managers (NAAIM) and continues to be a leader in innovative investment solutions.
Advisors Preferred LLC, which plays a critical role in collaborating on product offerings, further supports the goals of the Quantified Gold Futures Tracking Fund through its robust product placement and compliance services.
For further inquiries about investment opportunities or details regarding their recent changes, interested parties are encouraged to reach out via phone or visit the company website for updated information.
As always, investors should consider all relevant factors, including investment objectives, risks, and fees before making investment decisions.
Note: All figures and claims are based on the most recent data available and subject to change as market conditions evolve.