Dynamic Alpha Macro Fund Achieves Top Rankings for Two Years
The Dynamic Alpha Macro Fund (DYMIX), managed by Dynamic Wealth Group (DWG), has once again been celebrated for its outstanding performance in the Macro Trading category, as highlighted by its #1 ranking for the second consecutive year in 2025. This remarkable accomplishment reaffirms the fund's commitment to delivering value and innovation in investment strategies.
Performance Overview of the Fund
Since its inception in July 2023, the Dynamic Alpha Macro Fund has gained attention for its unique macroeconomic approach. It is designed to serve investors looking for alternatives to the conventional stock and bond-dominated portfolios. The fund operates with a dual focus that includes both a fundamental discretionary global macro strategy and a passive allocation to U.S. equities. This versatile framework allows the fund to adjust dynamically in response to changing economic conditions, rather than being reliant on a single market trajectory.
Bradley Barrie, the Portfolio Manager and Chief Investment Officer at DWG, expressed pride in the fund’s sustained success. He noted, "Leading our category for a second consecutive year illustrates the robustness of our investment strategy. It’s structured to weather variations in market performance while contributing to overall diversification for our investors."
Insights from Advisors
According to Advisors Preferred, which is the advising entity for the fund, the focus is not merely on the ranking but the consistent application of a disciplined investment approach. Catherine Ayers-Rigsby, the President of Advisors Preferred, commented, "What matters to us is the consistency behind the results. The fund demonstrates a repeatable process that truly supports sustainable investment growth." She added that DWG's strategy encapsulates high-quality macroeconomic thinking tailored in a mutual fund product, resonating well with both advisors and investors.
Fund Performance Data
As of year-end 2025, the Dynamic Alpha Macro Fund stood out in the Morningstar Macro Trading category, achieving #1 out of 60 funds in 2024 and 40 funds in 2025, based on one-year total returns. The performance metrics included:
- Net Asset Value (NAV): 13.66
- One Month Return: 2.51%
- Three Month Return: 2.29%
- Year to Date Return: 25.36%
- One Year Return: 25.36%
- Since Inception Return: 20.37%
The compelling performance demonstrates not just strong returns but also strategic positioning in the broader market landscape. The fund's expense ratio stands at a competitive 1.81%, emphasizing its cost-effectiveness for investors.
Market Positioning and Indices
In a comparison with the S&P 500 Total Return Index and the S&P Target Risk Balanced Index, the Dynamic Alpha Macro Fund has displayed a commitment to maintaining a diversified investment strategy. Effective risk management is essential in making the fund an attractive option in today's financial environment, particularly given the challenges posed by market volatility.
About the Advising Firms
Dynamic Wealth Group LLC plays a crucial role as the sub-adviser for the Dynamic Alpha Macro Fund. Established to create diversified investment solutions, DWG seeks to demystify investment strategies for advisors and clients. The firm positions itself as a leader in offering unique, non-correlated options that can enhance portfolio performance. Meanwhile, Advisors Preferred LLC collaborates closely with investment managers to introduce innovative products while providing comprehensive support that encompasses product consultation, marketing intelligence, compliance services, and advanced trading functionalities.
Investors should carefully consider their investment goals, risk tolerance, and expenses associated with the fund before making any decisions. Detailed information can be accessed through the fund's prospectus and summary prospectus.
Frequently Asked Questions
What is the Dynamic Alpha Macro Fund?
It is a mutual fund that employs a macroeconomic investment strategy, focusing on both discretionary global macro approaches and U.S. equity allocations.
Why did the fund achieve a #1 ranking?
The ranking is based on its strong performance returns over the past two years, indicating successful investment strategies in the macro trading category.
Who manages the Dynamic Alpha Macro Fund?
The fund is managed by Dynamic Wealth Group, with oversight from portfolio manager Bradley Barrie.
What are the performance metrics for the fund?
The fund reported an NAV of 13.66 and impressive returns such as 25.36% year-to-date as of 2025.
How can investors learn more about the fund?
Investors can access detailed information and updates on the fund's website or by consulting the fund's prospectus.
