Flexible Plan Investment, one of the money managers in the National Association of Active Investment Managers and one of its founding members, has launched the Quantified Funds family, which consists of the Quantified All Cap Equity Fund (QACFX), Quantified Alternative Investment Fund (QALTX), Quantified Managed Bond Fund (QBDSX), and Quantified Market Leaders Fund (QMLFX).
Flexible Plan made the strategic decision to dissolve the Evolution Funds the firm previously managed and create a new fund group with a more competitive fee structure and greater growth potential.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Jerry Wagner, president of Flexible Plan & Founder and one of the Funds’ Portfolio Managers, said: "By making the structure of our funds more flexible and less expensive, we are able to access a wider array of trading strategies and financial instruments for our investors. This reflects our commitment to investors seeking risk-managed returns during all market conditions."
The four Quantified Funds currently available closely mirror their predecessor funds under the similar Evolution Fund names. Each fund’s investment objective and purchase requirements are nearly identical to those of its predecessor fund.
Flexible Plan’s previous management has enabled the firm to successfully transfer nearly all of the Evolution Funds’ assets into the Quantified Funds. The Funds seek to generate high appreciation on an annual basis consistent with a high tolerance for risk.
Flexible Plan and Advisors Preferred, serve as sub-advisor and advisor to the Funds, respectively. Z George Yang, director of research at Flexible Plan, is the Funds’ portfolio manager together with Wagner.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
