About QAITX
Q3 All-Season Tactical Fund Institutional Class is an open-end mutual fund managed by Q3 Asset Management Corporation, established in 2019. As a tactical allocation fund, its primary objective is to dynamically adjust its exposure between equities and fixed income, aiming to benefit from both rising and falling markets. The fund primarily invests in a combination of futures contracts on long-term U.S. Treasuries and major equity indices such as the S&P 500 or NASDAQ, while also allocating the remainder of its assets to fixed income instruments to generate income. It frequently holds significant positions in exchange-traded funds, particularly those tracking major U.S. equity indices, such as the Invesco QQQ Trust Series 1 and the Invesco NASDAQ 100 ETF, reflecting its focus on broad market exposure and tactical flexibility. The fund is designed to capitalize on the non-correlation between equities and bonds by rotating allocations based on prevailing market signals, with the goal of navigating various economic cycles and shifting market conditions. This adaptive strategy seeks to optimize risk and return, making the fund notable within the tactical allocation category.
Fund Family Q3 Asset Management Corporation
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol QAITX
Share Class Institutional Class
Index Dow Jones Moderate Index
QAITX had a total return of -1.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.51%.
