About SAPEX
Spectrum Active Advantage Fund is an actively managed mutual fund with a primary focus on adaptive equity strategies aimed at long-term capital appreciation, positive alpha generation, and managed return volatility. Designed as a tactical allocation fund, it employs diversified methodologies beyond traditional sector diversification to mitigate catastrophic market risks, seeking to provide consistent equity exposure with controlled drawdowns. The fund utilizes a proprietary blend of signal-driven short-term and intermediate-term trading strategies across a broad array of equity sectors, including large cap, small cap, mid cap, and emerging markets. Exposures are frequently adjusted using derivatives such as futures and swaps, and the fund may employ leverage in favorable conditions to enhance returns. In adverse market situations, allocations shift towards capital preservation, reducing equity exposure and increasing cash or fixed income holdings, including high-yield securities. The Spectrum Active Advantage Fund's active risk management and tactical rebalancing aim to serve investors seeking an alternative to static, buy-and-hold equity strategies, providing dynamic portfolio construction in response to changing market environments. The fund is managed by Spectrum Financial, Inc., leveraging more than 30 years of portfolio management experience in the financial markets.
Fund Family Advisors Preferred
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SAPEX
Share Class Investor Class Shares
Index S&P 500 TR
SAPEX had a total return of 10.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.96%.
