Quaker Impact Growth Fund
The Quaker Impact Growth Fund seeks long-term growth of capital.
- Invests primarily in U.S. equity securities which the Fund’s adviser expects will provide a higher return than the S&P 500 Index.
- Looks to invest across market capitalizations and investment styles.
- Seeks companies that may have positive impact attributes or specific impact characteristics and maintain neutral posture toward environmental, social and governance (ESG) related risk.
- Focuses on dynamic positioning towards metrics favored by investors regardless of market cycle.
- Centers on a diversified portfolio concentrated in S&P 500 Index securities.
Quaker Impact Growth Fund
|Benchmark||S&P 500 Total Return Index|
|MONTH-END DATA as of 12/31/19|
|Total Funds Assets||$64 million|
|Impact and ESG Highlights|
|Fossil Fuel Free||No|
+Inception as of January 1, 2018
Short term performance, in particular, is not a good indication of a fund’s future performance.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end is available by calling us toll free at 800.220.8888. Returns over one year are annualized. The index performance is not illustrative of the Fund’s performance and performance of the fund will differ; the use of the index performance is not intended to mask negative performance.
The S&P 500® Total Return Index is a widely recognized, unmanaged index consisting of the approximately 500 largest companies in the United States as measured by market capitalization. You cannot invest directly in an index.
*Effective September 6, 2018 the Fund’s name changed from Quaker Strategic Growth Fund to Quaker Impact Growth Fund
There’s no guarantee that a strategy will be successful. Mutual fund investing involves risk including the possible loss of principal. Equity securities are subject to price fluctuation and possible loss of principal. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks.
Fund holdings, sector allocations, and asset allocations are subject to change and are not recommendations to buy or sell any security.
Mutual fund investing involves risk including the possible loss of principal. Consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The Statutory, and where available, the Summary Prospectuses contain this and other important information and are available for download at www.quakerfunds.com or by calling 800.220.8888. Read carefully before investing.
Source: Fund data provided by Quaker Funds.
The Quaker Funds are distributed by Foreside Fund Services, LLC