Quaker Mid Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

#81 in Mid-Cap Blend

U.S. News evaluated 137 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.81 percent over the past year, 12.15 percent over the past three years, 22.42 percent over the past five years, and 7.01 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 6.2%
1 Year 22.8%
3 Years (Annualized) 12.1%
5 Years (Annualized) 22.4%
10 Years (Annualized) 7.0%

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Summary

The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in common stocks or securities convertible into common stocks of companies with market capitalizations similar to the market capitalizations of the companies included in the Russell MidCap® Value Index. It invests in stocks of companies that exhibit attractive fundamental valuation measures such as price-to-earnings or price-to-book ratios.

Fees

Fees are Low compared to funds in the same category.
Quaker Mid Cap Value Fund has an expense ratio of 2.19 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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