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The performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reimbursement of any dividend and/or capital gains distributions. To obtain performance data current to the most recent month-end, please call toll-free 1-888-572-8868. SVARX Inception December 16, 2013. SAPEX Inception June 1, 2015.SVARX expense ratio: 3.02%. SAPEX expense ratio: 2.35%.
The NYSE Composite Index (NYA) measures the performance of all stocks listed on the New York Stock Exchange. It includes more than 1,900 stocks, of which over 1,500 are U.S. companies. Its breadth, therefore, makes it a much better indicator of market performance than narrow indexes that have far fewer components. The weights of the index constituents are calculated on the basis of their free-float market capitalization. The index itself is calculated on the basis of price return and total return, which includes dividends.
The Barclays U.S. Aggregate Bond Index measures the underlying index and performance of the total U.S. investment-grade bond market. It is a market value-weighted index that tracks the daily price, coupon, pay-downs, and total return performance of fixed-rate, publicly placed, dollar-denominated, and non-convertible investment-grade debt issues with at least $250 million per amount outstanding and with at least one year to final maturity.
Request a prospectus or a summary prospectus prior to investing to review objectives, risk, fees, expenses, and other info by calling Spectrum Financial, Inc., or from this current website. Advisors Preferred, LLC serves as adviser to the Spectrum Funds, distributed by Ceros Financial Services, Inc. Member FINRA/SIPC. Advisors Preferred and Ceros are commonly held affiliates. Spectrum Financial, Inc. serves as sub-adviser to the Spectrum Funds. Spectrum is not affiliated with the funds’ adviser or distributor.
THE POWER OF
The Spectrum Funds emerged from real investment experience & strategies dating back to 1986. The goal, as it has always been, is to identify the current market condition and participate accordingly based on each separate Fund’s objective. The portfolio team advances its 30+ year history by continuing to innovate along with an ever-changing market to provide the best risk-adjusted returns for our shareholders.
Spectrum Low Volatility Fund
The Fund received a 5-Star Overall Morningstar Rating as of 8/31/2021. Spectrum Low Volatility Fund (SVARX) was rated against the following numbers of U.S.-domiciled Nontraditional Bond funds over the following periods: 309 funds in the last three years and 278 in the last five years. With respect to these Nontraditional Bond funds, Spectrum Low Volatility Fund received a 5-Star rating overall and a 5-Star rating for 3 years, and a 5-Star rating for 5 years. Past performance is no guarantee of future results.
Spectrum Advisors Preferred Fund
The Fund received a 5-Star Overall Morningstar Rating as of 8/31/2021. Spectrum Advisors Preferred Fund (SAPEX) was rated against the following numbers of U.S.-domiciled Tactical Allocation funds over the following periods: 243 funds in the last three years and 204 in the last five years. With respect to these Tactical Allocation funds, Spectrum Advisors Preferred Fund received a 5-Star rating overall and a 5-Star rating for 3 years, and a 5-Star rating for 5 years. Past performance is no guarantee of future results.
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Ralph Doudera, Founder and Lead Portfolio Manager, explains how he and his team evaluate the markets for the best risk adjusted exposure.
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272 Bendix Road Suite 600
Virginia Beach, VA 23707