What Quantified Funds does

Quantified Funds is a private mutual fund family founded in 2015, headquartered in Bloomfield Hills, Michigan, and operating 14 distinct mutual funds that span tactical allocation, fixed income, alternatives, managed futures, commodities, ESG/faith-based, dividend, and global strategies. The firm employs quantitative, rules-based investment methodologies, including trend-following systems, daily pattern recognition, and dynamic risk management, all developed and executed by subadvisor Flexible Plan Investments, Ltd. under the supervision of Senior Portfolio Manager Jerry Wagner, who has over 40 years of experience and is a founding member of the National Association of Active Investment Managers (NAAIM). Advisors Preferred, LLC acts as the named investment advisor, and Ceros Financial Services, Inc. serves as the FINRA/SIPC distributor.

The business model is fee-based: each fund charges an annual expense ratio (Investor Class ranging from 1.46% to 2.41%, Advisor Class up to 3.06%) on assets under management, with the family having crossed $1B in AUM as of February 2021 and individual fund assets ranging from roughly $7M to $312M. Distribution is exclusively B2B through registered investment advisors, broker-dealers, Flexible Plan's turnkey asset management platform (>$1.5B), and major retail platforms such as Schwab, where the Eckhardt Managed Futures Strategy Fund became available in November 2024. The firm's credibility has been validated by repeat Refinitiv Lipper Fund Awards (2022, Best Flexible Portfolio Fund over 3 and 5 years) and Morningstar recognition, including a 5-star rating for the Common Ground Fund. Recent strategic activity includes new product launches (Global Fund in late 2023, Eckhardt Managed Futures Strategy Fund in October 2024), the rebranding of the Gold Bullion Strategy Fund to the Quantified Gold Futures Tracking Fund in February 2026, and the wind-down of the single-stock LAYS ETF in April 2026.

Name

Quantified Funds

Legal name

Quantified Funds

Website

https://quantifiedfunds.com

Company type

Private

Founded year

2015

Operating status

Operating

Short description

Quantified Funds is a private mutual fund family of 14 quantitatively driven funds spanning tactical allocation, fixed income, alternatives, managed futures, and ESG strategies, distributed exclusively through financial advisors, broker-dealers, and TAMP platforms.

Ownership category

akta.pro rank

Product category

Mutual Fund Investment Management

NAICS

Open-End Investment Funds (525910), Open-End Investment Funds (52591), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Multi-Strategy — Quant/Systematic Multi-Strategy (FSAHAFAH)

akta.pro secondary industries

Hedge Funds — Commodity Systematic/CTA (Managed Futures) (FSAHAHAC), Quant Equity Long/Short (Equity Stat Arb / Factor / ML) (FSAHAAAB), Sector & Thematic Mutual Funds (FSAAAEAJ)

Keywords

• Quantitative mutual funds
• Tactical asset allocation
• Dynamic risk management
• Managed futures strategies
• Alternative investment funds

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Mutual Fund Management Fees: Revenue generated through expense ratios charged on mutual fund assets under management. Each fund has an investor class and advisor class with different expense ratios ranging from 1.46% to 3.06% annually.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Quantified Funds is a private mutual fund family offering 14 quantitatively driven mutual fund strategies across tactical allocation, fixed income, alternatives, managed futures, equities, and commodities. The funds are managed using rules-based, pattern-recognition, and trend-following methodologies with dynamic risk management as the core investment philosophy. Distribution is handled exclusively through financial advisors, broker-dealers, and advisor platforms via a turnkey asset management program structure.

Product overview

Quantified Funds is a mutual fund family consisting of 14 distinct investment funds managed by Flexible Plan Investments, Ltd. as subadvisor and distributed by Ceros Financial Services, with Advisors Preferred, LLC serving as investment advisor. The fund family offers a diverse range of tactical and strategic investment strategies including: tactical allocation funds (STF Fund, Market Leaders Fund, Tactical Sectors Fund, Evolution Plus Fund), fixed income funds (Managed Income Fund, Tactical Fixed Income Fund, Government Income Tactical Fund), specialty funds (Gold Futures Tracking Fund, Pattern Recognition Fund), alternative investments (Alternative Investment Fund, Eckhardt Managed Futures Strategy Fund), ESG-focused funds (Common Ground Fund), dividend-focused funds (Rising Dividend Tactical Fund), and global exposure funds (Global Fund). The funds utilize dynamic risk management, rules-based trading strategies, and quantitative methodologies to manage assets across equity, fixed income, and alternative asset classes.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantified STF Fund (QSTFX) A tactical allocation mutual fund that follows identifiable market trends with rule sets designed to take advantage of both up and down trends. The fund seeks high appreciation on an annual basis consistent with a high tolerance for risk. Inception: November 13, 2015. Net Assets: $311.81 Million. Expense Ratio: 1.73% Investor Class / 2.35% Advisor Class.
• Quantified Common Ground Fund (QCGDX) A mid-cap blend fund developed to invest in common stocks and bonds of issuers compliant with both SRI (Socially Responsible Investing) and BRI (Biblically Responsible Investing) standards. The fund seeks total return. Inception: December 27, 2019. Net Assets: $119.36 Million. Expense Ratio: 1.61% Investor Class / 2.42% Advisor Class.
• Quantified Gold Futures Tracking Fund (QGLDX) A commodities-focused mutual fund that seeks returns reflecting the daily performance of gold bullion price. The strategy tracks daily movements of gold prices as closely as possible. Inception: July 8, 2013. Net Assets: $114.28 Million. Expense Ratio: 1.46% Investor Class / 2.05% Advisor Class.
• Quantified Managed Income Fund (QBDSX) A multisector bond fund that selects income investments from a universe of bond, equity, REIT and MLP investments to create an optimized risk-adjusted return portfolio. The fund seeks high total return from fixed income investments. Inception: August 9, 2013. Net Assets: $103.69 Million. Expense Ratio: 1.60% Investor Class / 2.24% Advisor Class.
• Quantified Market Leaders Fund (QMLFX) A tactical allocation fund using an active asset allocation strategy designed to overweight portfolio investments into top-performing asset classes while eliminating exposure to under-performing assets. The fund seeks high appreciation on an annual basis consistent with a high tolerance for risk. Inception: August 9, 2013. Net Assets: $75.19 Million. Expense Ratio: 1.53% Investor Class / 2.13% Advisor Class.
• Quantified Tactical Sectors Fund (QTSSX) An aggressive active asset allocation strategy designed to overweight portfolio investments into top-performing asset classes while eliminating exposure to under-performing assets. A large blend fund seeking high appreciation on an annual basis consistent with a high tolerance for risk. Inception: March 4, 2021. Net Assets: $67.88 Million. Expense Ratio: 1.72% Investor Class.
• Quantified Pattern Recognition Fund (QSPMX) An allocation fund (70% to 85% equity) that seeks capital appreciation by identifying daily patterns in the stock market that have been found to be determinative of probable future price direction. Markets can reflect human emotions. Inception: August 30, 2019. Net Assets: $46.45 Million.
• Quantified Rising Dividend Tactical Fund (QRDTX) A large blend fund that strives to build a portfolio of domestic and international ETFs holding strong companies with rising dividends. The fund seeks total return consistent with a moderate tolerance for risk. Inception: April 14, 2021. Net Assets: $18.95 Million. Expense Ratio: 1.81% Investor Class.
• Quantified Eckhardt Managed Futures Strategy Fund (QETCX) A systematic trend fund that seeks capital appreciation by leveraging trend-based strategies in both commodity and financial futures markets through investments in specialized commodity pools. Has the option to generate income through diverse debt instruments. Inception: October 16, 2024. Net Assets: $30.54 Million. Expense Ratio: 1.72% Investor Class / 2.37% Advisor Class.
• Quantified Government Income Tactical Fund (QGITX) An intermediate core bond fund designed for investors seeking aggressive growth using U.S. government bond vehicles for trading. The fund seeks aggressive growth. Inception: April 15, 2021. Net Assets: $24.02 Million. Expense Ratio: 1.79% Investor Class.
• Quantified Tactical Fixed Income Fund (QFITX) A nontraditional bond fund that combines numerous computerized strategies to create a multi-strategy, dynamically risk-managed methodology for trading government and high yield bond market indexes represented in ETF and futures markets. The fund seeks total return. Inception: September 13, 2019. Net Assets: $7.22 Million. Expense Ratio: 1.79% Investor Class.
• Quantified Evolution Plus Fund (QEVOX) A tactical allocation fund that utilizes a strategy seeking strong absolute risk-adjusted returns on a wide variety of asset classes. The fund seeks capital appreciation. Inception: September 30, 2019. Net Assets: $26.08 Million. Expense Ratio: 1.83% Investor Class.
• Quantified Alternative Investment Fund (QALTX)

Quantifiable outcome

• Quantified STF Fund returned 42.64% over 1 year, 20.69% over 3 years (annualized), significantly outperforming S&P 500 Total Return Index at 17.88% for 2025.
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered minor and core.

• Tidal Investments LLCminorStrategic or Co-development Partner · 17 April 2026Tidal Investments LLC coordinated with Quantified Funds for the closure and liquidation of the STKd 100% NVDA & 100% AMD ETF (ticker: LAYS) following a comprehensive review.
• Eckhardt Trading CompanycoreStrategic or Co-development Partner · 16 October 2024Eckhardt Trading Company collaborated with Quantified Funds to launch the Quantified Eckhardt Managed Futures Strategy Fund (QETCX), leveraging trend-based strategies in commodity and financial futures markets.
• Flexible Plan Investments, Ltd.coreStrategic or Co-development PartnerFlexible Plan Investments serves as subadvisor to Quantified Funds. Founded in 1981, they pioneered dynamically risk-managed separately managed accounts and manage over $1.5 billion in assets. Jerry Wagner, the founder, has over 40 years of experience in investment management and serves as Senior Portfolio Manager for Quantified Funds.
• Advisors Preferred, LLCcoreStrategic or Co-development PartnerAdvisors Preferred acts as the named investment advisor for Quantified Funds mutual funds, providing an outsourced compliance, regulatory, and trading solution. This allows advisors to concentrate on money management while the subadvisor handles fund administration.
• Ceros Financial Services, Inc.coreChannel Partner/ Reseller/ DistributorCeros Financial Services, Inc. (Member FINRA/SIPC) serves as the distributor for Quantified Funds. They handle the distribution and sales infrastructure for making funds available through broker-dealer networks.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Flexible Plan Investments: Flexible Plan Investments is the subadvisor to Quantified Funds and itself sponsors dynamically risk-managed SMAs and multi-strategy products. Operates the parent TAMP platform that distributes Quantified Funds, with overlapping multi-strategy quantitative methodologies and the same portfolio management team.
• AQR Funds: AQR Funds is a quantitative mutual fund sponsor offering systematic, rules-based strategies across equities, fixed income, and alternatives. Like Quantified Funds, it packages academic-factor and alternative-risk-premium strategies in registered fund wrappers sold primarily through advisors, making it a close direct competitor in the advisor-sold quant category.
• Abbey Capital: Abbey Capital runs multi-manager managed-futures strategies packaged in U.S. mutual fund form (Abbey Capital Futures Strategy Fund). Comparable to Quantified Funds' Eckhardt Managed Futures Strategy Fund and broader alternative offering in strategy and advisor-channel distribution model.
• Dimensional Fund Advisors: Dimensional Fund Advisors is a leading systematic mutual fund sponsor that uses rules-based, evidence-driven portfolio construction across global equities and fixed income. Sells primarily through advisor channels with an emphasis on factor- and research-driven investing, directly comparable to Quantified Funds' advisor-sold systematic model.
• Cambria Funds: Cambria is a multi-fund sponsor focused on tactical, trend-following, and alternative-strategy ETFs and mutual funds sold through RIAs. Its tactical-allocation and managed-futures products overlap directly with Quantified Funds' STF, Tactical Sectors, and Eckhardt strategies in the same advisor channel.

Broad incumbents

• BlackRock: BlackRock is the world's largest asset manager offering tactical-allocation, managed-futures, and alternatives mutual funds (e.g., BlackRock Managed Futures Strategy Fund). While its iShares/passive franchise is the main scale driver, its active quantitative and tactical products compete with Quantified Funds in advisor-built portfolios.
• WisdomTree: WisdomTree is a global ETF sponsor with significant thematic, managed-futures, and tactical strategies (e.g., WisdomTree Managed Futures Strategy Fund). Its product mix — including actively managed and tactical ETF/MF products sold through advisors — directly overlaps with Quantified Funds' tactical and managed-futures strategies.
• Invesco: Invesco is a global asset manager with significant quant/index, tactical-allocation, and alternative mutual fund offerings (including the Invesco QQQ family and various tactical/managed-futures funds). As a broad incumbent with much larger scale, it competes head-on with Quantified Funds for advisor wallet share but across a much wider product range.
• Rydex \| Guggenheim Investments: Guggenheim (formerly Rydex) operates a long-standing suite of tactical-allocation, managed-futures, and sector-rotation mutual funds (e.g., Rydex Managed Futures Strategy Fund). Comparable to Quantified Funds across tactical-allocation, sector rotation, and managed-futures categories targeting financial advisors.

Emerging players

• Alpha Architect: Alpha Architect operates a small fund family of quantitative, factor-based mutual funds and ETFs targeting financial advisors. While smaller in AUM, it competes in the same rules-based, advisor-distributed niche and is comparable in offering breadth and quantitative methodology to Quantified Funds' multi-strategy lineup.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quantified Funds