Quantified STF Fund - Investor Class (QSTFX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.52: the stock has moved about 52% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerQuantified STF Fund - Investor Class (QSTFX) trades at $18.61. Quantified STF Fund - Investor Class (QSTFX) is an aggressively managed fund that seeks high appreciation through its proprietary Self-Adjusting Trend Following Strategy. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for QSTFX: QSTFX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Quantified STF Fund - Investor Class (QSTFX) Financial Services Profile
Quantified STF Fund - Investor Class (QSTFX) is an aggressively managed fund employing a proprietary Self-Adjusting Trend Following Strategy, delegated to Flexible Plan Investments, Ltd. The fund aims for high annual appreciation, accepting a high tolerance for risk, and typically experiences high portfolio turnover within the asset management sector.
What Is the Investment Thesis for QSTFX?
QSTFX presents a high-risk, high-reward investment proposition. Its value driver is the Self-Adjusting Trend Following Strategy, which aims to maximize returns by capitalizing on market trends. However, the fund's high beta of 1.52 indicates significant volatility compared to the market. The fund's aggressive management style and resulting high portfolio turnover could lead to higher transaction costs, potentially impacting overall returns. The fund's success hinges on the subadviser's ability to accurately identify and capitalize on market trends. Investors may want to evaluate their risk tolerance and investment horizon when evaluating QSTFX.
Based on FMP financials and quantitative analysis
QSTFX Key Highlights
Aggressively managed fund seeking high annual appreciation.
- Employs a proprietary Self-Adjusting Trend Following Strategy.
- Investment strategy execution delegated to Flexible Plan Investments, Ltd.
- High portfolio turnover due to active management.
- Market Cap of $0.20B indicates a smaller fund size.
Who Are QSTFX's Competitors?
QSTFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AINTX Ariel International Investor | $18.74 | +1.19% | $281M | — |
| CFVLX Commerce Funds Value Fund, Institutional Shares | $36.63 | +0.74% | $221M | — |
| EOT Eaton Vance National Municipal Opportunities Trust | $15.21 | -1.23% | $238M | — |
| HYI Western Asset High Yield Defined Opportunity Fund Inc. | $9.78 | +0.93% | $222M | — |
| MEGMX Matthews Emerging Markets Equity Inv | $21.10 | -0.80% | $347M | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are QSTFX's Key Strengths?
Proprietary Self-Adjusting Trend Following Strategy.
- Experienced subadviser in Flexible Plan Investments, Ltd.
- Focus on high capital appreciation.
- Aggressive management style to capitalize on market trends.
What Are QSTFX's Weaknesses?
High portfolio turnover, leading to potential transaction costs.
- High beta of 1.52, indicating significant volatility.
- Reliance on the subadviser's ability to accurately predict market trends.
- No dividend yield.
What Are the Key Risks for QSTFX?
High portfolio turnover can lead to increased transaction costs and reduced returns.
- Market volatility can negatively impact the fund's performance and lead to investor losses.
- Changes in market trends can render the trend-following strategy ineffective.
- Dependence on the subadviser's expertise and ability to accurately predict market trends.
- High beta indicates greater volatility than the overall market.
What Are QSTFX's Competitive Advantages?
- Proprietary Self-Adjusting Trend Following Strategy: This unique strategy provides a potential competitive advantage in identifying and capitalizing on market trends.
- Experienced Subadviser: Flexible Plan Investments, Ltd. brings expertise in actively managing portfolios and implementing trend-following strategies.
- Established Track Record: The fund's historical performance, if strong, can attract investors and create a brand reputation.
What Does QSTFX Do?
Quantified STF Fund - Investor Class (QSTFX) is designed for investors seeking substantial annual appreciation and willing to accept a high degree of risk. The fund operates by delegating the execution of its investment strategy to Flexible Plan Investments, Ltd., a subadviser specializing in actively managed portfolios. A defining characteristic of QSTFX is its aggressive management style, which leads to a high portfolio turnover rate as the subadviser constantly adjusts the fund's holdings to capitalize on market trends. The core of QSTFX's investment approach is the subadviser's proprietary Self-Adjusting Trend Following Strategy. This strategy is designed to identify and capitalize on prevailing market trends, adjusting the fund's asset allocation to align with these trends. The fund's investment objective is to achieve high appreciation on an annual basis, reflecting its focus on generating significant returns for its investors. The fund is based in Rockville, US.
What Products and Services Does QSTFX Offer?
- Invests in various asset classes to achieve high capital appreciation.
- Delegates investment strategy execution to Flexible Plan Investments, Ltd.
- Utilizes a proprietary Self-Adjusting Trend Following Strategy.
- Aggressively manages the portfolio, resulting in high turnover.
- Seeks to capitalize on prevailing market trends.
- Adjusts asset allocation based on the trend-following strategy.
How Does QSTFX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM fluctuates based on investment performance and investor inflows/outflows.
- Incurs expenses related to investment management, administration, and marketing.
What Industry Does QSTFX Operate In?
QSTFX operates within the asset management industry, which is characterized by a diverse range of investment strategies and risk profiles. The fund's focus on high appreciation and aggressive management places it in a segment that caters to investors with a higher risk tolerance. The competitive landscape includes both actively managed funds and passively managed index funds. Market trends include the increasing popularity of alternative investment strategies and the growing demand for customized investment solutions. QSTFX differentiates itself through its proprietary trend-following strategy.
Who Are QSTFX's Key Customers?
- Individual investors seeking high capital appreciation.
- Institutional investors with a high-risk tolerance.
- Investors who believe in trend-following strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
QSTFX Financials
Bull Case vs Bear Case
Bull Case
- Proprietary Self-Adjusting Trend Following Strategy.
- Experienced subadviser in Flexible Plan Investments, Ltd.
- Focus on high capital appreciation.
- Aggressive management style to capitalize on market trends.
Bear Case
- High portfolio turnover, leading to potential transaction costs.
- High beta of 1.52, indicating significant volatility.
- Reliance on the subadviser's ability to accurately predict market trends.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
QSTFX Latest News
No recent news available for QSTFX.
QSTFX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for QSTFX.
Price Targets
Wall Street price target analysis for QSTFX.
QSTFX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for QSTFX; grades run from A+ (80-100) to F (below 30).
QSTFX Financials Stock FAQ
What do analysts say about QSTFX stock?
Key valuation metrics and growth considerations will be determined upon completion of the AI analysis. Investors should conduct their own due diligence and consider their risk tolerance before investing in QSTFX. The fund's high beta of 1.52 suggests it is more volatile than the overall market.
How sensitive is QSTFX to market fluctuations?
QSTFX exhibits a high sensitivity to market fluctuations, as indicated by its beta of 1.52. This means that the fund's price is expected to fluctuate more than the overall market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is highly dependent on the subadviser's expertise and market conditions.