Request A Prospectus: Investors should carefully consider the investment objectives, risks, charges and expenses of the Dynamic Alpha Macro Fund prior to investing. This and other important information can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus, please call 1-833-462-6433 or access online at https://regdocs.blugiant.com/dynamic-alpha-macro/. The prospectus should be read carefully prior to investing.
Past performance is no guarantee of future results. There is no guarantee the Dynamic Alpha Macro Fund will achieve its investment objective. No investment product or strategy is guaranteed to generate a profit or prevent a loss.
Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics. No compensation was provided in exchange for this rating. Ratings are calculated monthly and are subject to change. Full Morningstar disclosures and fund information: Important Disclosures.
Important Risks: Investing in mutual funds involves risk, including loss of principal. Risks specific to the Dynamic Alpha Macro Fund are detailed in the prospectus and include limited history of operations; equity securities risk; futures and commodities risk (including currency, debt, equity, energy, metals and agricultural commodities risk); ETF risk; market risk; management risk; shorting risk; small and mid-capitalization stock risk and taxation risk. For a complete description of risks specific to the Fund, please refer to Fund’s prospectus.
Relationship Disclosure: Advisors Preferred, LLC serves as Advisor to the Dynamic Alpha Macro Fund, distributed by Ceros Financial Services, Inc., Member FINRA/SIPC. Advisors Preferred and Ceros are commonly held affiliates. Dynamic Wealth Group, LLC serves as Subadvisor to the Fund and is not affiliated with the Fund’s advisor or distributor.
< Commentary
Set Phasers to Stocks+Discretionary Global Macro – with Dynamic Alpha Macro Fund
This podcast features Brad Barrie and David Johnson from Dynamic Alpha Funds discussing their innovative mutual fund, the Dynamic Alpha Macro Fund (DYMIX). This approach pairs discretionary global macro strategies with traditional stock exposure. They use their Star Trek fandom to draw parallels between sci-fi concepts and investment strategies, emphasizing the importance of diversification, risk management, and non-correlated alternatives to potentially enhance portfolio performance. Their discussion also covers the intricacies of managing a mutual fund, the strategic use of rebalancing, and the exploration of alternative investments to navigate the complex financial landscape innovatively.
For more on our Star Trek related investment philosophy read our blogs about “What Star Trek Can Teach You About Investing” and “The ABC’s of Financial Terms.”
There is no guarantee the Dynamic Alpha Macro Fund will achieve its investment objective. No investment product or strategy is guaranteed to generate a profit or prevent a loss.
Important Risks: Investing in mutual funds involves risk, including loss of principal. Risks specific to the Dynamic Alpha Macro Fund are detailed in the prospectus and include limited history of operations; equity securities risk; futures and commodities risk (including currency, debt, equity, energy, metals and agricultural commodities risk); ETF risk; market risk; management risk; shorting risk; small and mid-capitalization stock risk and taxation risk. For a complete description of risks specific to the Fund, please refer to Fund’s prospectus.
Request A Prospectus: Investors should carefully consider the investment objectives, risks, charges and expenses of the Dynamic Alpha Macro Fund prior to investing. This and other important information can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus, please call 1-833-462-6433 or access online at https://regdocs.blugiant.com/dynamic-alpha-macro/ . The prospectus should be read carefully prior to investing.
Relationship Disclosure: Advisors Preferred, LLC serves as Advisor to the Dynamic Alpha Macro Fund, distributed by Ceros Financial Services, Inc., Member FINRA/SIPC. Advisors Preferred and Ceros are commonly held affiliates. Dynamic Wealth Group, LLC serves as Subadvisor to the Fund and is not affiliated with the Fund’s advisor or distributor.
Dynamic Alpha Macro Fund Institutional Class (DYMIX)
Received a 5-Star Overall Morningstar Rating™.
The Overall Morningstar Rating™ is based on the Fund’s risk-adjusted performance among 37 Macro Trading funds for the three-year period ended September 30, 2026.
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