Quaker Global Tactical Allocation C
309 Technology Drive Malvern PA 19355
Phone: 800-220-8888
| Category: |
World Allocation |
| Fund Family: |
Quaker |
| Net Assets: |
11.55M |
| Year-to-Date Return: |
-4.32% |
| Yield: |
0.00% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
01-May-08 |
|
Manu Daftary
Lead Manager since
01-May-08 |
|
| Daftary founded D.G. Capital in 1996 and serves as the firm?s President and Chief Investment Officer. Daftary holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$2,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term growth of capital. The fund normally invest 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 no more than 15% of net assets in illiquid securities. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
760.99% |
| Average for Category:
|
105.43% |
|
| Expense |
QTRCX |
Category
Avg |
| Total Expense Ratio: |
3.13%
|
1.24% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
4.97% |
| Max Deferred Sales Load: |
1.00%
|
2.22% |
| 3 Yr Expense Projection*: |
$966 |
$717 |
| 5 Yr Expense Projection*: |
$1,640 |
$1,111 |
| 10 Yr Expense Projection*: |
$3,439 |
$2,237 |
|
|
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