About OTRGX
OnTrack Core Fund Advisor Class is a mutual fund that seeks total return while aiming to keep volatility and downside risk below that of major equity market indices. Managed by Advisors Preferred, the fund employs a flexible, macro trading strategy led by Price Capital Management, Inc., which uses technical analysis—specifically chart analysis—to identify up-trending assets for long positions and down-trending assets for short positions across stocks, bonds, and commodities. The approach emphasizes capital preservation but allows for increased focus on capital appreciation when market conditions are favorable. The fund is not restricted by asset class and may use derivatives and short selling to pursue its objectives. With a high portfolio turnover and a diversified mix of holdings, including preferred securities, high-yield bonds, and cash equivalents, OnTrack Core Fund Advisor Class is designed for investors seeking risk-managed exposure to global markets. The fund is open to new investors with a minimum initial investment and is categorized as a macro trading strategy fund, reflecting its opportunistic and dynamic investment style.
Fund Family Advisors Preferred
Category Macro Trading
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OTRGX
Share Class Advisor Class Shares
Index Bloomberg 1-3 Month US Treasury Bill
OTRGX had a total return of 9.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.08%.
