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Quaker Small-Cap Value C (QSVCX) Fund Ranking and Research

Ranking, Research and Recommendation of Quaker Small-Cap Value C (QSVCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Quaker Small-Cap Value C Fund (QSVCX) ManagerFund Manager - Theodore Aronson

Fund Manager Information

Fund Manager Tenure: 23.7 years
Similar Funds: QSVIX 
Fund Family: Quaker
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Ted Aronson founded AJO in '84. While still a graduate student, Ted joined Drexel Burnham Investment Advisors as a member of its Quantitative Equities Group, which managed the Revere Fund, the first active SEC-registered fund to employ MPT. Prior to forming AJO, he founded Addison Capital. Ted was chair of the CFA Institute and is a CFA charterholder and a Chartered Investment Counselor. He is a trustee of Spelman College and on its investment committee. He was a Lecturer in Finance at The Wharton School.  Get more insights on Theodore Aronson

 

Graph of Quaker Small-Cap Value C Fund (QSVCX) ProfileQuaker Small-Cap Value C Fund (QSVCX) Profile

Fund Profile and Description

Quaker Small-Cap Value C Fund seeks long-term growth of capital. Quaker Small-Cap Value C Fund normally invests at least 80% of total assets in U.S. common stocks of companies with market capitalizations similar to the market capitalizations of companies included in the Russell 2000® Index and Russell 2500® Index, with an ultimate selection of 150 plus stocks. It focuses on companies with consistently high earnings and above-average core assets that sell at relatively low market value and have attractive growth and momentum characteristic.

 

Quaker Small-Cap Value C (QSVCX) Fund Strength What we like about Quaker Small-Cap Value C (QSVCX) Fund

Data for Quaker Small-Cap Value C Fund (QSVCX) as of May 30, 2016

  • Quaker Small-Cap Value C Fund (QSVCX) management has been with Quaker Small-Cap Value C Fund for 23.7 years
  • Quaker Small-Cap Value C Fund (QSVCX) ratio of up-years vs down years is greater than 2
  • Quaker Small-Cap Value C Fund (QSVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.05, lower than category average of 14.31

Quaker Small-Cap Value C Fund (QSVCX) Weakness What we are cautious about Quaker Small-Cap Value C (QSVCX) Fund

Data for Quaker Small-Cap Value C Fund (QSVCX) as of May 30, 2016

  • Quaker Small-Cap Value C Fund (QSVCX) has a less-than-ideal short-term performance (1-year return -9.94% vs -3.44% Small Value category median performance)
  • Quaker Small-Cap Value C Fund (QSVCX) has a less-than-ideal mid-term performance (3-year return 4.99% vs 6.26% Small Value category median performance)
  • Quaker Small-Cap Value C Fund (QSVCX) has a less-than-ideal Long-term performance (5-year return 6.23% vs 7.71% Small Value category median performance)
  • Quaker Small-Cap Value C Fund (QSVCX) has a Morningstar rating of 3 and below
  • Quaker Small-Cap Value C Fund (QSVCX) is less safe compared to its Small Value peers
  • Quaker Small-Cap Value C Fund (QSVCX) has an annual stock turnover rate of 128.00% that is higher than the Small Value average of 58.14%. This could mean Quaker Small-Cap Value C is more nimble, but also signal potential high tax impact and high trading fees
  • Quaker Small-Cap Value C Fund (QSVCX) does not have a good risk adjusted return as its 3-year Alpha of -6.08 is worse than category average of -3.94, and its 3-year Sharpe ratio is 0.41
  • Quaker Small-Cap Value C Fund (QSVCX) has a higher expense ratio of 2.53% than its Small Value average of 1.33%
  • Even though Quaker Small-Cap Value C Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses
See Quaker Small-Cap Value C Fund (QSVCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Quaker Small-Cap Value C Fund (QSVCX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Quaker Small-Cap Value C-1.08-9.944.996.23
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Quaker Small-Cap Value C Fund (QSVCX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Quaker Small-Cap Value C Fund (QSVCX) Net Asset TrackingQuaker Small-Cap Value C (QSVCX) Fund Net Asset

Track net asset change of Quaker Small-Cap Value C fund (QSVCX)

DateNet Asset
05/2016$33.26M
03/2016$33.42M
02/2016$30.98M
More historic net asset information on Quaker Small-Cap Value C Fund (QSVCX)

  

Graph of Quaker Small-Cap Value C Fund (QSVCX) Portfolio TrackingQuaker Small-Cap Value C (QSVCX) Fund Portfolio Allocation

Track portfolio allocation change of Quaker Small-Cap Value C fund (QSVCX)

DateCashStockBondOther
04/20160%100%0%0%
03/20160%100%0%0%
01/20160%100%0%0%
Click here to see more historic asset allocation information on Quaker Small-Cap Value C Fund (QSVCX)

 

graph of Quaker Small-Cap Value C Fund (QSVCX) Top 10 Position TrackingTop 10 Holdings in Quaker Small-Cap Value C (QSVCX) Fund

Discover what Quaker Small-Cap Value C Fund (QSVCX) manager is buying

Apr 29, 2016
Kaiser Aluminum Corporation [1.47%]
Wabash National Corporation Com [1.44%]
Rowan Companies plc Class A Ord [1.43%]
Aspen Technology, Inc. [1.4%]
Aegion Corp [1.35%]
Web.com Group, Inc. [1.35%]
Flagstar Bancorp, Inc. Common S [1.34%]
Emergent Biosolutions, Inc. Com [1.32%]
Cadence Design Systems, Inc. [1.31%]
Assured Guaranty Ltd. Common St [1.31%]

Mar 30, 2016
Express, Inc. Common Stock [1.41%]
Alaska Air Group, Inc. Common S [1.41%]
Emergent Biosolutions, Inc. Com [1.4%]
Domtar Corporation (NEW) Common [1.39%]
Kaiser Aluminum Corporation [1.37%]
Web.com Group, Inc. [1.37%]
Take-Two Interactive Software, [1.36%]
Aegion Corp [1.35%]
Cadence Design Systems, Inc. [1.34%]
Wabash National Corporation Com [1.34%]

Jan 30, 2016
EMCOR Group, Inc. Common Stock [1.47%]
Take-Two Interactive Software, [1.46%]
Everest Re Group, Ltd. Common S [1.44%]
Dean Foods Company Common Stock [1.42%]
Portland General Electric Co Co [1.42%]
Alaska Air Group, Inc. Common S [1.38%]
Express, Inc. Common Stock [1.38%]
Kaiser Aluminum Corporation [1.37%]
Emergent Biosolutions, Inc. Com [1.37%]
Wabash National Corporation Com [1.37%]
Click here for Stock Holding Change Map in Quaker Small-Cap Value C Fund (QSVCX)

  

Latest News on Quaker Small-Cap Value C (QSVCX) Fund

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Quaker Small-Cap Value C Fund (QSVCX) Related ResourcesSee more information on Quaker Small-Cap Value C (QSVCX) Fund

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