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The Quantified STF Fund's Remarkable Achievement

Flexible Plan Investments, Ltd. (FPI) has announced that its Quantified STF Fund (QSTFX) has once again emerged as the top performer within the Morningstar Tactical Allocation category, renowned for its dynamic and risk-managed investment solutions. With a total asset under management exceeding $1.5 billion as of December 31, 2024, the fund has returned an impressive 29.94% for 2024, marking its fourth victory in the past eight years. This achievement highlights the fund's ability to adapt and capitalize on evolving market trends.

Over the past year, the QSTFX outperformed its benchmark, the NASDAQ 100® Index, which yielded a 25.88% return. Not only did the fund excel in 2024, but it also performed admirably over a five-year horizon, leading the category for this extended period as well. In a fluctuating market climate, maintaining such consistent returns resonates with investors looking for reliability amid uncertainty.

This is not the first time QSTFX has secured this top position. It previously topped the same category in 2017, 2020, and most recently in 2023. However, it’s essential to note that there have been challenging periods; the fund faced significant underperformance in 2016, 2018, and 2022, showcasing the volatile nature of active investment strategies.

The Strategy Behind the Success

Jerry Wagner, founder and president of FPI, credits this consistent performance to the team's adeptness in detecting market trends and refining their investment models to align with prevailing market conditions. He emphasized the flexibility of the QSTFX, which can adjust its positioning between being one to two times long or short on the NASDAQ 100® Index depending on market conditions. This makes the fund's approach dynamic and anchored in rigorous risk management practices, an aspect that appeals greatly to their investors.

FPI extensively integrates this fund into its popular QFC Self-Adjusting Trend Following strategy, which aims at mitigating volatility while also pursuing aggressive growth. This blend of investment strategies allows clients with varied risk profiles—such as Conservative, Moderate, Balanced, Growth, and Aggressive—to utilize the QSTFX effectively in their portfolios.

Catherine Ayers-Rigsby, president of Advisors Preferred, expresses pride in the STF Fund's accomplishment, noting that the ever-evolving market landscape necessitates adaptive strategies. She highlights that this success validates the dynamic approach taken by Flexible Plan in aligning investment strategies with market realities.

Performance Metrics

As of December 31, 2024, here are the performance metrics for the QSTFX alongside its benchmark:

The total annual fund operating expenses for QSTFX stand at 1.69%, and it's crucial to note that past performance does not guarantee future results. Investments in mutual funds, including QSTFX, carry risks, including principal loss.

Conclusion

Flexible Plan Investments continues to solidify its reputation within the investment community through its innovative approaches and successful track record, particularly exemplified by the Quantified STF Fund. This fund not only provides potential growth but also offers a strategic buffer against the turbulence often inherent in the markets. Investors eager to enhance their portfolios with a nuanced approach would find substantial value in utilizing the specialized strategies articulated by FPI.

For more detailed information about the Quantified Funds, investors are encouraged to visit www.quantifiedfunds.com, www.flexibleplan.com, or www.advisorspreferred.com.