Quantified Common Ground Fund Has a Focus on a BRI Investment Strategy
Common Ground awarded five stars by MorningstarBLOOMFIELD HILLS, Mich., Feb. 21, 2023 /PRNewswire/ -- The Quantified Common Ground Fund (QCGDX) follows a BRI investment strategy that continues to…
Morningstar gives Common Ground five stars
BLOOMFIELD HILLS, Mich., February 21, 2023 /PRNewswire/ -- According to Jerry Wagner, founder, president, and senior portfolio manager at Flexible Plan Investments, Ltd., the Quantified Common Ground fund (QCGDX), a BRI investment strategy continues to resonate with investors.
The Quantified Common Ground Fund, which was launched in 2019, invests in common stocks that are compliant with BRI (Biblically Responsible Investing). Morningstar gave Common Ground a 5-star rating for overall performance and 5 stars for the three-year period, compared with 370 U.S. blend funds.
Common Ground Fund uses the eValueator research instrument to screen stocks for ethical or moral considerations. FPI creates more than 50 stock baskets from stocks that have passed the BRI standard. These baskets are based on a variety of expert and fundamental methodologies. Flexible Plan then uses its "Evolution" tactical method to select the stock baskets that are available for sale or purchase. This results in a portfolio that is dynamically managed and diversifies, with stocks that meet BRI requirements.
Wagner stated that "we have discovered that the Quantified Common Ground fund's BRI investment focus is growing in appeal to investors who are looking for a choice for values-based and faith-based investing."
Flexible Plan Investments manages mutual funds and separate managed accounts with $1.6 billion under management. Advisors Preferred is a boutique asset manager. It manages mutual funds and distributes them to financial advisors.
Flexible Plan Investments has been providing advisors and clients with dynamic, risk-managed solutions for fund management for more than 40 years. Advisors Preferred president Catherine AyersRigsby stated that the Common Ground strategy is a solid addition to Flexible Plan Quantified's fund family.
You can find more information on the Quantified Funds at URL or URL.
Flexible Plan Investments, Ltd. was established in 1981. Flexible Plan Investments, Ltd. manages its own separate managed account business and invests more than $1.6 billion. Flexible Plan Investments is a founding member of National Association of Active Investment Managers. It provides turnkey asset management programs and is one of the oldest active money managers in the trade association. Flexible Plan Investments' mission is to offer investors competitive returns while reducing risk by using dynamic risk management, strategic diversification and cutting-edge technology. Visit URL for more information.
Advisors Preferred LLCAdvisorsPreferred (URL) is an infrastructure provider to investment advisory firms that create and distribute mutual funds. The firm acts as an adviser in a subadvised structure and assists advisers to build their practices by providing product consultation, market intelligence, sales reporting, compliance services and advanced trading.
(1) The information herein is confidential and proprietary to Morningstar. (2) It may not be copied, distributed or used in any other way. (3) It is not guaranteed to be complete, accurate, or timely. Morningstar and its content providers cannot be held responsible for any damages, losses, or injuries resulting from the use of this information. Past performance does not guarantee future results.
Morningstar LINK is a rating system for managed products. It includes mutual funds, variable annuity, variable life sub-accounts and exchange-traded funds. For comparative purposes, open-ended mutual funds and exchange-traded funds are treated as one population. It is calculated using a Morningstar Risk-Adjusted return measure. This account accounts for variations in managed products' monthly excess performance. This puts more emphasis on downturns and rewards consistent performance. Morningstar Ratings do not adjust for sales loads. The top 10% of products within each product category are awarded 5 stars. The next 22.5% get 4 stars, 35% get 3 stars, 22.5% get 3 stars, 22.5% the next 2 stars, and 10% the last 10. The overall Morningstar Rating of a managed product is calculated from the weighted average performance figures for its three-, five, and 10-year Morningstar Rating metrics. These weights include a 100% three-year rate for 36-59 month total returns, 60% five year rating/40% three years rating for 60-119 monthly total returns and 50% 10-year rating/30% 5-year rating/20% 3-year rating to 120 or more total returns. The 10-year overall star rating formula appears to be the most important, but the three-year most recent period has the greatest impact since it is included in all three rating periods.
Quantified Common Ground was rated in comparison to the following U.S. Mid Cap Blend Funds during the following time periods. 370 funds overall, 370 funds within the last three years. The Quantified Common Ground Fund was awarded a 5-star rating for all Mid-Cap Blend funds and a 5-star rating for the last three years.
Ceros Financial Services, Inc., member FINRA/SIPC, acts as a distributor for the funds and is a common-held affiliate of Advisors Preferred. Ceros and Advisors Preferred are not associated with the subadvisers of the funds.
Investing in the fund can result in you losing money. These risks are detailed in the prospectus.
Fund's BRI focus could cause it to miss out on investment opportunities that have a similar focus. Fund performance could be negatively affected by the exclusion of certain issuers due to reasons other than performance.
Any investment strategy cannot guarantee a profit, or a loss. It is impossible to guarantee that the funds will reach their investment goals.
Before investing, an investor needs to carefully review the fund's investment objectives, risks and charges. These and other information are available in the fund's prospectus and summary prospectus. You can call 1-855-650-7533. Before investing, it is important to read the prospectus.
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SOURCE Advisors Preferred LLC