Canada markets close in 4 hours 24 minutes

Quaker Investment Trust - CCM Core Impact Equity Fund (QAGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
40.86+0.11 (+0.27%)
As of 09:05AM EDT. Market open.

Quaker Investment Trust - CCM Core Impact Equity Fund

Malvern MA 19355

309 Technology Drive

Quaker Investment Trust

888-220-8888
Management Information
,Lead Manager since January 30, 2020
As a senior investment analyst for CCM’s liquid alternative income fund (CCMNX), Alex is responsible for supporting and collaborating with the portfolio managers in managing the equity sleeve of the fund. His day-to-day responsibilities include executing trades, writing reports, building and maintaining financial models, and analyzing new investment opportunities. Alex joined CCM after graduating from Bentley University in Waltham, Massachusetts. During college, he completed internships at Mediacom Communications where he was a financial operations summer analyst, and at Oppenheimer Funds where he spent a summer as an equity research analyst. Alex received his B.S. in Economics-Finance with a minor in public policy and accounting from Bentley University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyCommunity Capital Management
Net Assets72.83M
YTD Return9.40%
Yield0.00%
Morningstar Rating★★
Inception DateNov 24, 1996

Fund Operations

Last Dividend0.41
Last Cap Gain18.00
Holdings Turnover25.00%
Average for CategoryN/A

Fees & Expenses

ExpenseQAGIXCategory Average
Annual Report Expense Ratio (net)1.98%0.78%
Prospectus Net Expense Ratio1.98%N/A
Prospectus Gross Expense Ratio1.98%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A