About OTRFX
OnTrack Core Fund Investor Class is a mutual fund designed to deliver total return while maintaining lower volatility and downside risk compared to major equity market indices. The fund employs a flexible investment strategy, emphasizing capital preservation but allowing for increased focus on capital appreciation when market conditions warrant. Managed by Advisors Preferred, with Price Capital Management, Inc. serving as subadvisor, the fund invests across a diverse range of asset classes, including stocks, bonds, commodities, and derivatives, with the ability to take both long and short positions. Its portfolio is characterized by a high allocation to preferred securities, high-yield bonds, and floating-rate income instruments, with significant exposure to both domestic and international markets. The fund is categorized under macro trading strategies, reflecting its opportunistic approach to global economic trends, interest rates, and market cycles. OnTrack Core Fund Investor Class is suitable for investors seeking a dynamic, risk-managed approach to asset allocation within a single fund structure.
Fund Family Advisors Preferred
Category Macro Trading
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OTRFX
Share Class Investor Class Shares
Index Bloomberg 1-3 Month US Treasury Bill
OTRFX had a total return of 9.88% in the past year, including dividends.
Since the fund's inception, the average annual return has been 4.38%.
