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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: 2.67%. SAPEX expense ratio: 1.69%.
The NYSE Composite Index (NYATR) 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 Bloomberg 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 risk-adjusted returns for our shareholders.
Spectrum Low Volatility Fund
The Fund received a 5-Star Overall Morningstar Rating™ as of 1/31/2024. Spectrum Low Volatility Fund (SVARX) was rated against the following numbers of U.S.-domiciled Nontraditional Bond funds over the following periods: 286 funds in the last three years, 253 in the last five years and 160 in the last ten years. With respect to these Nontraditional Bond funds, Spectrum Low Volatility Fund received a 5-Star rating overall, a 4-Star rating for 3 years, a 5-Star rating for 5 years and a 5-Star rating for 10 years. Past performance is no guarantee of future results. No compensation given for ratings.
Spectrum Active Advantage Fund
The Fund received a 2-Star Overall Morningstar Rating™ as of 1/31/2024. Spectrum Active Advantage Fund (SAPEX) was rated against the following numbers of U.S.-domiciled Tactical Allocation funds over the following periods: 231 funds in the last three years and 213 in the last five years. With respect to these Tactical Allocation funds, Spectrum Active Advantage Fund received a 2-Star rating overall and a 1-Star rating for 3 years, and a 2-Star rating for 5 years. Past performance is no guarantee of future results. No compensation given for ratings.
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Rating is for the Service share class only; other classes may have different performance characteristics.
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