2 / 5 Stars
2 2 3 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 in World Allocation
U.S. News evaluated 129 World Allocation 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 30.56 percent over the past year, 11.89 percent over the past three years, and 9.87 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.5%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of capital. Under normal circumstances, the fund will invest at least 40% of its net assets in common stocks and ADRs of foreign companies. It invests up to 20% of its total assets in "special situation" securities when the fund's Sub-adviser believes such investments will benefit the fund.
Fees are Low compared to funds in the same category.
Quaker Global Tactical Allocation Fund has an expense ratio of 2.83 percent.
Risk is High compared to funds in the same category according to Morningstar.