Spectrum Advisors is trading at 19.39 as of the 9th of November 2025; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 19.35. Spectrum Advisors has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of August 2025 and ending today, the 9th of November 2025. Click here to learn more.
The funds adviser delegates execution of its investment strategy to a sub-adviser. The sub-adviser seeks to fulfill the funds investment objective by using proprietary signals to evaluate general equity market conditions. The sub-adviser focuses on equities, and may employ leverage in especially favorable conditions. More on Spectrum Advisors Preferred
Spectrum Advisors Preferred [SAPEX] is traded in USA and was established 9th of November 2025. Spectrum Advisors is listed under Advisors Preferred category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Advisors Preferred family. This fund at this time has accumulated 7.51 M in assets with minimum initial investment of 1 K. Spectrum Advisors is currently producing year-to-date (YTD) return of 6.2% with the current yeild of 0.01%, while the total return for the last 3 years was 4.23%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Spectrum Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Spectrum Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Spectrum Advisors Preferred Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Spectrum Advisors Preferred Mutual Fund Constituents
Other Information on Investing in Spectrum Mutual Fund
Spectrum Advisors financial ratios help investors to determine whether Spectrum Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spectrum with respect to the benefits of owning Spectrum Advisors security.