Quaker Funds was founded in 1996 in Valley Forge, Pennsylvania – a rustic area settled by early Quakers and central to formative events in the history of a young nation. Our name reflects our commitment to the same spirit that guided the framers of the
constitution and leaders of the day–a blend of strong ethics and new world entrepreneurship.
Those are the very qualities that differentiate Quaker Funds. As an investor, you can benefit from advisers with an entrepreneurial, hands-on style and best-in-class* performance.
*Source: Barron’s/Value Line: The Top 100
Mutual fund investors often have little information about who is managing their assets. The truth is, when choosing a fund, they are really hiring a money manager.
That’s why, at Quaker Funds, we are committed to providing an important difference. By combining the best of both investing worlds, we offer access to entrepreneurial, institutional-quality money management in a mutual fund format. To deliver upon this commitment, we’ve dedicated ourselves to being among the few mutual fund companies to feature sub-advisory firms that are owner-operated. In doing so, we believe that turnover among fund managers is minimized while investing experience is maximized.
Many of our adviser-owned and operated money managers previously only managed large corporate or institutional accounts. Their successful investing styles have been recognized by leading financial publications, such as The Wall Street Journal, Barron’s, Investor’s Business Daily, SmartMoney Magazine, and Nelson’s World’s Best Money Managers.
Quaker Funds offers investors access to a broad range of fund categories, market capitalizations and investment styles. Coupled with our fund managers’ ability to respond rapidly to changing market conditions, Quaker Funds delivers world class money management and shareholder services to all investors.
• Quaker Funds sub-advisers structure their funds along the same strategic and process lines as they do institutional accounts.
• Quaker Funds sub-advisers manage risk– not just stocks and bonds – and may take appropriate measures to preserve capital.
• Quaker Funds sub-advisers measure performance in terms of absolute return rather than relative return.*
*Absolute return is the return that an asset achieves over a period of time. This measure simply looks at the appreciation or depreciation (expressed as a percentage) that an asset - usually a stock or a mutual fund - faces over a period of time. Absolute return differs from relative return because it is concerned with the return of the asset being looked at and does not compare it to any other measure.
Mutual fund investing involves risk including the possible loss of principal. Consider the investment objectives, risks, charges and expenses of the Quaker Funds carefully before investing. The prospectus contains this and other information about the Funds and is available by downloading the prospectus or calling 1-800-220-8888. Please read the prospectus carefully before investing.