Quantified STF Fund - Investor Class (QSTFX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Quantified STF Fund - Investor Class (QSTFX) trades at $18.91. Quantified STF Fund - Investor Class (QSTFX) is an aggressively managed fund that seeks high appreciation through its proprietary Self-Adjusting Trend Following Strategy. Market cap: $238M, Sector: Financial services.
Price as of Aug 21, 2026 · 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. In the absence of analyst consensus, our AI model evaluates QSTFX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on QSTFX.
How is this calculated? →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 $238M 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 | AI Score |
|---|---|---|---|---|
| AINTX Ariel International Investor | $18.74 | -0.05% | $281M | 38 |
| CFVLX Commerce Funds Value Fund, Institutional Shares | $37.50 | -1.19% | $226M | — |
| EOT Eaton Vance National Municipal Opportunities Trust | $17.40 | +0.52% | $272M | 47 |
| HYI Western Asset High Yield Defined Opportunity Fund Inc. | $10.49 | -0.19% | $238M | 42 |
| MEGMX Matthews Emerging Markets Equity Inv | $20.74 | +0.68% | $341M | — |
| HTFC Horizon Technology Finance Corp. | $24.97 | +0.00% | $230M | 75 |
| CAGPF Samara Asset Group plc | $2.49 | +0.00% | $228M | 67 |
| LIEN Chicago Atlantic BDC, Inc. | $9.74 | +2.53% | $223M | 86 |
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 Could Drive QSTFX Stock Higher?
Continued refinement and improvement of the Self-Adjusting Trend Following Strategy to enhance performance.
- Effective marketing and investor education initiatives to attract new investors and increase AUM.
- Potential strategic partnerships with other financial institutions to expand distribution reach.
- Launch of new investment products tailored to specific investor needs or market segments.
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 the Growth Opportunities for QSTFX?
- Expansion into new asset classes: QSTFX could broaden its investment universe to include additional asset classes, such as real estate or private equity, to diversify its portfolio and potentially enhance returns. This expansion would require careful consideration of the fund's risk profile and investment expertise. The market for alternative investments is growing, offering opportunities for funds with specialized strategies. Timeline: 1-3 years.
- Development of new investment products: QSTFX could leverage its trend-following strategy to develop new investment products tailored to specific investor needs or market segments. This could include thematic funds focused on emerging trends or customized portfolios designed for institutional investors. The demand for innovative investment solutions is increasing, driven by changing investor preferences and market dynamics. Timeline: 2-4 years.
- Strategic partnerships: QSTFX could form strategic partnerships with other financial institutions or investment platforms to expand its distribution network and reach a wider audience. This could involve collaborating with online brokers or wealth management firms to offer QSTFX's products to their clients. The market for online investment platforms is growing rapidly, providing opportunities for funds to access new investors. Timeline: 1-2 years.
- Enhancement of the Self-Adjusting Trend Following Strategy: QSTFX could invest in research and development to further refine its proprietary trend-following strategy and improve its performance. This could involve incorporating new data sources, algorithms, or risk management techniques. The effectiveness of the trend-following strategy is critical to the fund's success, making ongoing innovation essential. Timeline: Ongoing.
- Increased marketing and investor education: QSTFX could increase its marketing efforts and investor education initiatives to raise awareness of its unique investment approach and attract new investors. This could involve creating educational content, hosting webinars, or participating in industry events. Effective communication is crucial for attracting investors to a fund with a high-risk profile. Timeline: Ongoing.
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.
QSTFX Financials
Bull Case vs Bear Case
Bull Case
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Bear Case
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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 from Benzinga, Yahoo Finance, and Finnhub for QSTFX.
Price Targets
Wall Street price target analysis for QSTFX.
QSTFX MoonshotScore
What does this score mean?
The MoonshotScore rates QSTFX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
QSTFX Financial Services Stock FAQ
What does Quantified STF Fund - Investor Class do?
Quantified STF Fund - Investor Class (QSTFX) is an actively managed investment fund that seeks high capital appreciation through a proprietary Self-Adjusting Trend Following Strategy. The fund delegates the execution of its investment strategy to Flexible Plan Investments, Ltd. The fund's aggressive management style results in high portfolio turnover as the subadviser actively adjusts holdings to capitalize on market trends.
What are the main risks for QSTFX?
The primary risks associated with QSTFX include its high portfolio turnover, which can lead to increased transaction costs and reduced returns. The fund's high beta also indicates significant volatility, making it susceptible to market downturns. Additionally, the fund's performance is heavily reliant on the subadviser's ability to accurately predict and capitalize on market trends.
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. During periods of market volatility, QSTFX is likely to experience larger price swings compared to less volatile investments.
How does QSTFX's high portfolio turnover impact its performance?
QSTFX's high portfolio turnover, a consequence of its aggressive management style and trend-following strategy, can have both positive and negative impacts on its performance. On the one hand, frequent trading allows the fund to quickly adapt to changing market conditions and capitalize on emerging trends.
What are the key factors to evaluate for QSTFX?
Evaluate QSTFX on fundamentals, analyst consensus, and risk factors. 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. Not financial advice.
How frequently does QSTFX data refresh on this page?
QSTFX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven QSTFX's recent stock price performance?
Quantified STF Fund - Investor Class (QSTFX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary Self-Adjusting Trend Following Strategy. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider QSTFX overvalued or undervalued right now?
Quantified STF Fund - Investor Class (QSTFX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights.
- The fund's performance is highly dependent on the subadviser's expertise and market conditions.