QBDSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Quantified Managed Income Investor (QBDSX) Ownership - Who owns Quantified Managed Income Investor?

The investment seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk... Show more

Category: #Conservative Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

QBDSX

Net Assets

201M

Fund Existence

over 11 years

Turnover

718.00

Total Expense Ratio

1.67

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.67

Assets in Top Ten Holdings

101M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

8.73

Fund of Funds

Yes

Fund Share Class Net Assets

198M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

6.56

No Load Fund

Yes

Number of Long Holdings

48.00

Number of Net Holdings

49.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.32

Weighting Top Ten Holdings

75.11%

Gain YTD

1.901

Annual Yield % from dividends

3.89

Returns for 1 year

3.07

Returns for 3 years

0.50

Returns for 5 years

-1.95

Returns for 10 years

2.83

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General Information

Category ConservativeAllocation

Profile

Fundamentals

Details