1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#349 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.23 percent over the past year, 11.01 percent over the past three years, 13.36 percent over the past five years, and 5.89 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||5.9%|
The investment seeks long-term growth of capital. The fund invests at least 65% of its total assets in common stocks of U.S. companies without regard to market capitalization. It invests its assets in equity securities of companies which the fund's Sub-adviser believes show a high probability for superior growth. The fund invests up to 25% of its total assets in "special situation" securities when the fund's Sub-adviser believes such investments will benefit the fund.
Fees are Above Average compared to funds in the same category.
Quaker Strategic Growth Fund has an expense ratio of 2.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.