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Mutual Fund Insights: Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

In-depth Analysis of Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

Mutual fund chart: Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

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See Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) performance details as of January 31, 2010

  

    Last Trade: $10.39 on 3/19/2010, Change: -0.11 (-1.05%)
Experiment our closing price forecasting tool for Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) (alpha release)

  

Fund ManagerFund Manager - Stephen W. Shipman

Fund Manager Tenure: 1.5 years   [Similar Funds: QGASX  QGCSX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Shipman joined Century in 2009 as Portfolio Manager. Previously, he is Executive Vice President and Director of Research of Bjurman. He joined Bjurman in 1997 after serving as Chief Executive Officer for Spot Magic, Incorporated. Shipman serves as portfolio manager and a principal member of Bjurman?s Investment Policy Committee. Shipman holds the Chartered Financial Analyst designation.  Get more insights on Stephen W. Shipman

  

What we like about Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) What we like about Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

Data for Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) as of January 31, 2010

  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) ratio of up-years vs down years is greater than 2
  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) What we are cautious about Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

Data for Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) as of January 31, 2010

  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) management has been with Quaker Small-Cap Growth Tact Allc Inst Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) has a less-than-ideal short-term performance (1-year return 27.03% vs 39.62% Small Growth category average)
  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) has an annual stock turnover rate of 714.79% that is higher than the Small Growth average of 131.92%. This could mean Quaker Small-Cap Growth Tact Allc Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) has a higher management fee of 2.34% than its Small Growth average of 1.60%
See Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) performance details as of January 31, 2010

  

  

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Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) Net Asset

Track net asset change of Quaker Small-Cap Growth Tact Allc Inst fund (QGISX)

DateNet Asset
01/2010$840.00K
11/2009$860.00K
10/2009$800.00K
More historic net asset information on Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

  

Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) Portfolio Allocation

Track portfolio allocation change of Quaker Small-Cap Growth Tact Allc Inst fund (QGISX)

DateCashStockBondOther
01/201036.99%63.01%0%0%
10/200933.41%66.59%0%0%
09/200942.58%57.42%0%0%
Click here to see more historic asset allocation information on Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

  

Most Recent Top 10 Holdings in Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

Discover what Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX) manager is buying

31-Jan-10
Short Russell2000 ProShares [5.01%]
UltraShort Russell2000 ProShares [2.95%]
Micrus Endovascular Corporation [2.92%]
Xyratex Ltd. [2.73%]
LTX-Credence Corporation [2.71%]
SYSTEMAX INC [2.59%]
InfoSpace, Inc. [2.47%]
ev3 Inc. [2.45%]
LivePerson, Inc. [2.32%]
BIG LOTS INC [2.31%]

31-Oct-09
InfoSpace, Inc. [2.81%]
MI DEV INC CL A [2.65%]
Xyratex Ltd. [2.55%]
Micrus Endovascular Corporation [2.53%]
Insteel Industries, Inc. [2.5%]
SCHAWK INC [2.47%]
Hi-Tech Pharmacal Co., Inc. [2.39%]
Greenlight Reinsurance, Ltd. [2.34%]
Atheros Communications, Inc. [2.3%]
N B T Y INC [2.29%]

30-Sep-09
Short Russell2000 ProShares [4.6%]
Micrus Endovascular Corporation [2.78%]
Lincoln Educational Services Co [2.77%]
MEDICIS PHARMA CP [2.7%]
Cirrus Logic, Inc. [2.61%]
N B T Y INC [2.5%]
PLANTRONICS INC [2.42%]
Corinthian Colleges, Inc. [2.41%]
Greenlight Capital Re, Ltd. [2.37%]
InfoSpace, Inc. [2.32%]
Click here for Stock Holding Change Map in Quaker Small-Cap Growth Tact Allc Inst Fund (QGISX)

  

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