1 / 5 Stars
1 1 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 95 Long/Short Equity 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 -2.65 percent over the past year, -4.17 percent over the past three years, and 0.53 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-3.2%|
|3 Years (Annualized)||-4.2%|
|5 Years (Annualized)||0.5%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. The fund employs absolute return strategies to seek positive returns regardless of market conditions. The fund's investment sub-adviser, Akros Capital, LLC (the "Sub-adviser"), will invest in securities, including common and preferred stock, of companies of any size, debt securities and derivatives.
Fees are Above Average compared to funds in the same category.
Quaker Akros Absolute Return Fund has an expense ratio of 1.63 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.