Quaker Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 1 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 227 Small 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 27.68 percent over the past year, 13.70 percent over the past three years, 24.47 percent over the past five years, and 8.41 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 27.7%
3 Years (Annualized) 13.7%
5 Years (Annualized) 24.5%
10 Years (Annualized) 8.4%

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Summary

The investment seeks long-term growth of capital. The fund invests at least 80% of its total assets in U.S. common stocks of companies with market capitalizations similar to the market capitalizations of companies included in the Russell 2000®Index and Russell 2500®Index.

Fees

Fees are Above Average compared to funds in the same category.
Quaker Small Cap Value Fund has an expense ratio of 1.68 percent.

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Risk

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

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