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

37.17
+0.10
+(0.27%)
At close: February 27 at 8:06:26 AM EST

Fund Summary

Under normal circumstances,the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities, principally in the common stocks of large companies that its adviser, the Adviser expects to demonstrate the long term ability to compound earnings at higher rates than the broader market, regardless of industry. It is managed independent of any index sector weightings. The adviser anticipates most of the fund investments will be in U.S. based companies although the fund has the ability to invest internationally as well.

Quaker Investment Trust - CCM Core Impact Equity Fund

Malvern MA 19355
309 Technology Drive
888-220-8888

Fund Overview

Category Large Blend
Fund Family Community Capital Management
Net Assets 72.83M
YTD Return 9.37%
Yield 0.00%
Morningstar Rating
Inception Date Nov 25, 1996

Fund Operations

Last Dividend 0.34
Last Cap Gain 18.00
Holdings Turnover 25.00%
Average for Category --

Fees & Expenses

Expense QUAGX Category Average
Annual Report Expense Ratio (net) 1.98% 0.78%
Prospectus Net Expense Ratio 1.98% --
Prospectus Gross Expense Ratio 1.98% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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. 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.

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.

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