With more than a decade of investment history, SVARX brings a disciplined, tactical approach to fixed income as investors navigate changing market conditions.
VIRGINIA BEACH, Va., Oct. 26, 2026 /PRNewswire/ — Spectrum Financial, Inc. is pleased to announce that the Spectrum Low Volatility Fund (SVARX) has received a 5-Star Overall Morningstar Rating™ as of September 30, 2026, in the Nontraditional Bond category.
The recognition highlights the Fund’s historical risk-adjusted performance and more than a decade of actively managing fixed income exposure through changing market environments.
“We are honored that Morningstar has recognized the Spectrum Low Volatility Fund with a 5-star rating. For more than three decades, our firm has emphasized disciplined, patient investing versus short-term speculation,” said Mary Collins, President at Spectrum Financial, Inc. “This recognition reinforces our commitment to providing investors with consistency in an uncertain world.”
As investors evaluate the implications of shifting interest rates, economic uncertainty, and evolving market trends, SVARX offers an investment approach centered on a fundamental principle: seek opportunities when conditions are favorable while actively managing exposure when risks emerge.
Nearly Four Decades of Active Management Expertise
Established in 1986, Spectrum Financial has built its investment philosophy around identifying prevailing market conditions and adjusting portfolios accordingly.
Launched on December 16, 2013, the Spectrum Low Volatility Fund seeks total return with lower downside volatility and risk compared with major stock market indices.
Unlike traditional fixed income approaches that maintain relatively static allocations, SVARX actively evaluates opportunities across fixed income sectors through investments primarily in mutual funds and exchange-traded funds (ETFs).
The portfolio team monitors market trends using technical and fundamental analysis, including momentum, relative strength, and other indicators, to guide investment decisions. The Fund may adjust sector exposure, increase cash-equivalent positions, reduce leverage, or employ hedging techniques as market conditions warrant.
This approach seeks to balance participation in favorable market environments with an emphasis on managing downside risk during unfavorable periods.
A Different Approach to Today’s Fixed Income Market
For financial advisors evaluating portfolio allocations, changing interest-rate expectations and economic conditions raise an important question: Should fixed income exposure remain static when the investment environment continues to evolve?
SVARX offers an actively managed alternative designed to respond to changing conditions while pursuing its objective of total return and lower downside volatility relative to major stock market indices.
The Fund’s 5-Star Overall Morningstar Rating, together with its investment history dating to 2013, provides advisors with additional information to consider when evaluating its risk-adjusted performance and potential role within diversified portfolios.
While the Fund seeks to manage downside risk, its investment techniques involve risks, including the potential for losses, and may not be appropriate for every investor.
Explore the Spectrum Low Volatility Fund
Financial professionals interested in evaluating an actively managed fixed income approach can learn more about SVARX, including its investment process, historical performance, and portfolio positioning.
Explore SVARX’s latest fact sheet, commentary, and prospectus at TheSpectrumFunds.com.
About Spectrum Financial, Inc.
Founded in 1986 in Virginia Beach, Virginia, Spectrum Financial, Inc. is a registered investment adviser specializing in active investment management and risk-aware portfolio approaches.
Led by founder and lead portfolio manager Ralph Doudera, Spectrum Financial serves as sub-adviser to the Spectrum Low Volatility Fund. The firm’s investment philosophy emphasizes disciplined market analysis, tactical allocation, and managing investment risk through changing economic conditions.
Morningstar Rating Information
As of September 30, 2026, the Spectrum Low Volatility Fund (SVARX), Investor Class, received a 5-Star Overall Morningstar Rating™ in the Nontraditional Bond category.
The Fund received a 4-Star rating for the three-year period among 194 funds, a 4-Star rating for the five-year period among 183 funds, and a 5-Star rating for the 10-year period among 123 funds in the U.S.-domiciled Nontraditional Bond category.
The Morningstar Rating™ for funds, or star rating, is based on historical risk-adjusted returns, placing greater emphasis on downward variations in performance. Within each category, the top 10% of funds receive 5 stars, the next 22.5% receive 4 stars, the middle 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
The Overall Morningstar Rating is derived from a weighted average of a fund’s applicable three-, five-, and 10-year rating metrics. The rating does not guarantee future performance. No compensation was provided for the ratings.
© 2026 Morningstar, Inc. All rights reserved. The information contained herein is proprietary to Morningstar, may not be copied or distributed without authorization, and is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for damages or losses arising from the use of this information. Past performance does not guarantee future results.
Important Investment Information
Past performance does not guarantee future results. Investment return and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.
The Spectrum Low Volatility Fund seeks total return with lower downside volatility and risk compared with major stock market indices. There is no assurance that the Fund will achieve its objective, successfully identify changing market conditions, or avoid investment losses.
Investing in the Fund involves risks, including bond, interest-rate, credit, derivatives, leverage, emerging market, foreign investment, market, management, short position, mutual fund and ETF, and portfolio turnover risks. Lower-quality fixed income securities involve heightened default and liquidity risks. The use of leverage and derivatives may magnify losses. The Fund is not intended to serve as a complete investment program.
The Investor Class total annual fund operating expense ratio is 2.99%, as stated in the February 1, 2026 prospectus.
Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other important information can be found in the Fund’s prospectus at TheSpectrumFunds.com. Please read the prospectus carefully before investing.
The Spectrum Low Volatility Fund is advised by Advisors Preferred, LLC, sub-advised by Spectrum Financial, Inc., and distributed by Ceros Financial Services, Inc., Member FINRA/SIPC. Spectrum Financial is not affiliated with the Fund’s adviser or distributor.
CONTACT: Brian Humphrey Ceros Financial Services, Inc. 240-223-1965 bhumphrey@cerosfs.com
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SOURCE Advisors Preferred LLC