| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 90 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -5.54 percent over the past year, -3.68 percent over the past three years, and -1.30 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -2.6% |
| 1 Year | -5.5% |
| 3 Years (Annualized) | -3.7% |
| 5 Years (Annualized) | -1.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. The fund typically invests in securities, including common and preferred stock, of companies of any size, debt securities and derivatives. It may invest in common stocks of U.S. companies of any size and common stocks of American Depository Receipts (“ADRs”) of foreign companies. The fund may invest up to 50% of its net assets in short sales at any given time. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Quaker Akros Absolute Return Fund has an expense ratio of 1.88 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
