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Home Press Releases

Dynamic Alpha Macro Fund Marks Three-Year Milestone with 5-Star Overall Morningstar Rating™

Cision PR Newswire by Cision PR Newswire
October 20, 2026
in Press Releases
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DYMIX earned a 5-Star Overall Morningstar Rating™ upon becoming eligible in July and maintained the rating through September 30, 2026.

ROCKVILLE, Md., Oct. 20, 2026 /PRNewswire/ — Dynamic Alpha Funds is pleased to announce that the Dynamic Alpha Macro Fund (DYMIX) has maintained its 5-Star Overall Morningstar Rating™ as of September 30, 2026, following the Fund’s completion of its three-year performance history this summer. This rating is awarded only to the top 10% of funds in their respective category.

DYMIX reached its three-year anniversary on July 31, 2026, becoming eligible for a Morningstar Rating™. At its first eligible month-end, the Fund received a 5-Star Overall Morningstar Rating™, the highest rating available. The Fund maintained its 5-Star Overall Morningstar Rating™ as of September 30, 2026, based on its risk-adjusted performance among 37 Macro Trading funds.

“We’re very proud of this recognition, especially earning it as soon as the Fund became eligible,” said Bradley Barrie, Portfolio Manager of DYMIX. “Our goal remains the same as the day we launched: to target equity-like returns with low correlation to the stock market. Advisors have plenty of ways to own stocks. What’s harder to find is a return stream built to behave differently.”

The Dynamic Alpha Macro Fund (DYMIX) seeks capital appreciation through a dual-strategy approach that combines U.S. equity exposure with a fundamental global macro strategy. The global macro component can take long and short futures positions across more than 40 liquid markets, including equity indices, currencies, interest rates, metals, energy, and agricultural commodities. Because these markets respond to very different economic forces, the strategy seeks multiple drivers of return that don’t depend on the stock market alone. The approach reflects the firm’s Prepare, Don’t Predict philosophy: rather than relying on a single market forecast, the Fund is built for a range of outcomes.

The Fund’s three-year milestone represents an important point in its development. Morningstar calculates star ratings for managed products with at least a three-year history, making July the first month-end at which DYMIX was eligible to receive a Morningstar Rating™.

For more information about the Dynamic Alpha Macro Fund, please visit DynamicAlphaFunds.com or email info@DynamicWG.com.

About Dynamic Wealth Group, LLC

Dynamic Wealth Group, LLC serves as subadvisor to the Dynamic Alpha Macro Fund. The firm manages the Fund’s investment strategy in coordination with Advisors Preferred, LLC, the Fund’s investment adviser. Additional information about the Fund and its investment approach is available at DynamicAlphaFunds.com.

Important Information

Investors should carefully consider the investment objectives, risks, charges, and expenses of the Dynamic Alpha Macro Fund before 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 visit the Fund’s website. Please read the prospectus carefully before investing.

Investing in mutual funds involves risk, including possible loss of principal. Risks specific to the Dynamic Alpha Macro Fund include limited operating history; 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 the Fund’s risks, please refer to the prospectus.

Advisors Preferred, LLC serves as investment adviser to the Dynamic Alpha Macro Fund. The Fund is 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 adviser or distributor.

Morningstar Rating Disclosure

Dynamic Alpha Macro Fund Institutional Class (DYMIX) received a 5-Star Overall Morningstar Rating™ out of 37 Macro Trading funds as of September 30, 2026. The Overall Morningstar Rating™ is based on the Fund’s three-year risk-adjusted performance. DYMIX also received a 5-Star Overall Morningstar Rating™ out of 37 Macro Trading funds as of July 31, 2026, the first month-end following completion of the Fund’s three-year performance history.

The 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. Past performance is no guarantee of future results.

The Morningstar Rating™ for funds, or “star rating,” is calculated for managed products with at least a three-year history using a Morningstar Risk-Adjusted Return measure. The top 10% of products in each Morningstar category 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.

© 2026 Morningstar, Inc. All Rights Reserved.

CONTACT: Brian Humphrey
Ceros Financial Services, Inc.
240-223-1965
bhumphrey@cerosfs.com

Cision View original content:https://www.prnewswire.com/news-releases/dynamic-alpha-macro-fund-marks-three-year-milestone-with-5-star-overall-morningstar-rating-302913301.html

SOURCE Advisors Preferred LLC

Cision PR Newswire

Cision PR Newswire

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