| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#37 in World Allocation
U.S. News evaluated 144 World Allocation 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 12.08 percent over the past year, and 6.98 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.4% |
| 1 Year | 12.1% |
| 3 Years (Annualized) | 7.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 40% of total assets in common stocks and ADRs of foreign companies. It invests up to 20% of total assets in "special situation" securities. The fund may invest up to 25% of assets in short sales at any given time.
Fees
Fees are Low compared to funds in the same category.
Quaker Global Tactical Allocation Fund has an expense ratio of 2.68 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
