QUAKER STRATEGIC GROWTH CLASS A (QUAGX)

Average Rating:
Average % of Each Member's Holdings 10%
% of Financial Inst. Recommending This Investment 2%
Average Value of Each Member's Holdings $33,000.00
Average Member Age Who Own This Investment 42
Percentage Ownership - Male / Female 75% / 25%

Performance Data

View the recent performance of this investment, including price history and historical performance (information supplied through Morningstar)

Reviews Write a Review / Request an Update

Showing 1-5 of 5 reviews.

Sort By
Rating
Sort By
Date
Review
2/2/2010

REVIEWER: Bid Sid91543

I am contemplating selling this fund. It is much too volatile and the expenses are higher than any other fund I've researched in the growth category.
Long-term results have been very good, but my personal goals are changing. ... Read full review
1/30/2009

REVIEWER: nigel juris

I knew to stick it out with Quaker's manager Daftary. YTD it is beating others in its category and the S&P. Sure it has a long way to go, but for a growth fund, it seemed to have steadied itself recently and is on the defense as was in 2000. Winning growth fund with very good long-term performance. This fund is all about its manager Manu Daftary. Sometimes large cash stakes and a flexible mandate as to cap size and style give this gifted manager room to strut his stuff. ... Read full review
11/26/2007

REVIEWER: nigel juris

Even with its zigging and zagging, it never really zagged enough for me to sell. Its high stakes in energy and light on financial stocks, presently is the reason it's actual return in 2007 is 31.5 about 20% above rival funds. And, if you look at trailing returns, even with a bad year under its belt, its at the top for the 10 and 5 year. ... Read full review
7/10/2007

REVIEWER: GoldStandard

I woke up and it wasn't a dream. This fund has gone from 5.1% total annual return in 2006, bottom of its category to the very top, to date- 15.7%.
It is a heck of a ride with big cash stakes that caused it to tank in 2006. It is a fast moving fund and manager Daftary shorts, and uses put options as only he can stomach. He is now looking at all sectors with reasonable valuations that can grow fast. 2006, notwithstanding, this fund has a superb long term record. High expenses can be defended as something of this nature requires top notch active management. Not for someone looking for a core fund or a tax efficient fund, but a bet that has served me well. ... Read full review
1/30/2007

REVIEWER: webwoman

Let's start with an excellent long-term record. the 5-year trailing total return is 9.22% which is primo and ranks high up in its category. So what's happening now? 2006 total return of 5.1% was 9% below others in its category ranking the Fund at the bottom of the barrel among its peers. Fund was holding a lot of cash during market rally along with stakes in the energy sector as prices were going down. Possibly a temporary setback. All of us who have reaped the benefits of manager Daftary's strategy should keep the faith. After all, this has always been an aggressive, all-cap Fund and its future is rooted in its manager's market-timing ability. So, as with any aggressive fund with high risk it is about how much stake you want in this kind of risk; and, in this case, a risk with a tried and true management team. Now, guys, just lower the expense ratio. That combined with trading costs make shareholders' costs much too steep. ... Read full review

Showing 1-5 of 5 reviews.

.