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Mutual Fund Insights: Quaker Mid-Cap Value A Fund (QMCVX)

In-depth Analysis of Quaker Mid-Cap Value A Fund (QMCVX)

Mutual fund chart: Quaker Mid-Cap Value A Fund (QMCVX)

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See Quaker Mid-Cap Value A Fund (QMCVX) performance details as of January 31, 2010

  

    Last Trade: $12.95 on 3/15/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Quaker Mid-Cap Value A Fund (QMCVX) (alpha release)

  

Fund ManagerFund Manager - Frank Latuda

Fund Manager Tenure: 1.2 years   [Similar Funds: QMCCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Frank joined KCM as an equity analyst in 1997, and served as Director of Research from 1998 until 2000. Frank holds the Chartered Financial Analyst designation  Get more insights on Frank Latuda

  

What we like about Quaker Mid-Cap Value A Fund (QMCVX) What we like about Quaker Mid-Cap Value A Fund (QMCVX)

Data for Quaker Mid-Cap Value A Fund (QMCVX) as of January 31, 2010

  • Quaker Mid-Cap Value A Fund (QMCVX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Quaker Mid-Cap Value A Fund (QMCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.25, lower than category average of 24.11

  

What we are cautious about Quaker Mid-Cap Value A Fund (QMCVX) What we are cautious about Quaker Mid-Cap Value A Fund (QMCVX)

Data for Quaker Mid-Cap Value A Fund (QMCVX) as of January 31, 2010

  • Quaker Mid-Cap Value A Fund (QMCVX) management has been with Quaker Mid-Cap Value A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Quaker Mid-Cap Value A Fund (QMCVX) has a less-than-ideal short-term performance (1-year return 40.07% vs 42.02% Mid-Cap Blend category average)
  • Quaker Mid-Cap Value A Fund (QMCVX) has a less-than-ideal mid-term performance (3-year return -10.36% vs -6.52% Mid-Cap Blend category average)
  • Quaker Mid-Cap Value A Fund (QMCVX) has a less-than-ideal Long-term performance (5-year return -2.37% vs 1.32% Mid-Cap Blend category average)
  • Quaker Mid-Cap Value A Fund (QMCVX) ratio of up-years vs down years can be improved
  • Quaker Mid-Cap Value A Fund (QMCVX) has a Morningstar rating of 3 and below
  • Quaker Mid-Cap Value A Fund (QMCVX) has an annual stock turnover rate of 184.80% that is higher than the Mid-Cap Blend average of 91.38%. This could mean Quaker Mid-Cap Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Quaker Mid-Cap Value A Fund (QMCVX) does not have a good risk adjusted return as its 3-year Alpha of -1.94 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.43
  • Quaker Mid-Cap Value A Fund (QMCVX) has a higher management fee of 1.94% than its Mid-Cap Blend average of 1.38%
  • Quaker Mid-Cap Value A Fund (QMCVX) carries a 5.5% load
See Quaker Mid-Cap Value A Fund (QMCVX) performance details as of January 31, 2010

  

  

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Quaker Mid-Cap Value A Fund (QMCVX) Net Asset

Track net asset change of Quaker Mid-Cap Value A fund (QMCVX)

DateNet Asset
01/2010$7.37M
11/2009$7.56M
10/2009$7.39M
More historic net asset information on Quaker Mid-Cap Value A Fund (QMCVX)

  

Quaker Mid-Cap Value A Fund (QMCVX) Portfolio Allocation

Track portfolio allocation change of Quaker Mid-Cap Value A fund (QMCVX)

DateCashStockBondOther
01/20100.88%99.12%0%0%
10/20094.32%95.68%0%0%
09/20092.15%97.85%0%0%
Click here to see more historic asset allocation information on Quaker Mid-Cap Value A Fund (QMCVX)

  

Most Recent Top 10 Holdings in Quaker Mid-Cap Value A Fund (QMCVX)

Discover what Quaker Mid-Cap Value A Fund (QMCVX) manager is buying

31-Jan-10
COMERICA INC [2.65%]
D P L INC [2.57%]
KEYCORP [2.44%]
AMERIPRISE FINANCIAL [2.3%]
CENTERPOINT ENERGY [2.29%]
FOOT LOCKER INC [2.25%]
REINSURANCE GROUP [2.22%]
Cephalon, Inc. [2.16%]
RAYMOND JAMES FIN CP [2.14%]
ST MARY LAND EXPL [2.13%]

31-Oct-09
RAYMOND JAMES FIN CP [2.63%]
D P L INC [2.61%]
ST MARY LAND EXPL [2.44%]
FOREST LABS CL A [2.38%]
COMERICA INC [2.29%]
ABERCROMBIE & FITCH [2.28%]
REINSURANCE GROUP [2.26%]
AMERIPRISE FINANCIAL [2.25%]
CENTERPOINT ENERGY [2.22%]
Intuit Inc. [2.22%]

30-Sep-09
D P L INC [2.61%]
RAYMOND JAMES FIN CP [2.52%]
FOREST LABS CL A [2.46%]
COMERICA INC [2.38%]
AMERIPRISE FINANCIAL [2.29%]
KEYCORP [2.29%]
ST MARY LAND EXPL [2.26%]
ABERCROMBIE & FITCH [2.22%]
CENTERPOINT ENERGY [2.13%]
PRECISION CASTPARTS [2.13%]
Click here for Stock Holding Change Map in Quaker Mid-Cap Value A Fund (QMCVX)

  

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