Quaker Mutual Fund Quote

QAGIX -  USA Fund  

USD 42.69  1.01  2.31%

Market Performance
0 of 100
Odds Of Distress
Less than 3
Quaker Impact is trading at 42.69 as of the 18th of May 2022; that is -2.31 percent decrease since the beginning of the trading day. The fund's open price was 43.7. Quaker Impact has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Quaker Impact Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of June 2020 and ending today, the 18th of May 2022. Click here to learn more.
The funds principal holdings are large companies that the funds adviser, Community Capital Management, Inc. expects to demonstrate long term ability to compound earnings at higher rates than the broader market, regardless of industry. It is managed independent of any index sector weightings. More on Quaker Impact Growth

Quaker Impact Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Quaker Impact's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Quaker Impact or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Quaker Impact Growth generated a negative expected return over the last 90 days
The fund maintains 97.97% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Quaker Impact's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Startdate12th of January 2018
Quaker Impact Growth [QAGIX] is traded in USA and was established 18th of May 2022. The fund is listed under Large Blend category and is part of Community Capital Management family. Quaker Impact Growth at this time has accumulated 73.58 M in assets with minimum initial investment of 0. , while the total return for the last 3 years was 8.34%.
Check Quaker Impact Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Quaker Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Quaker Impact , and the less return is expected.

Top Quaker Impact Growth Constituents

Quaker Impact Target Price Odds Analysis

What are Quaker Impact's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Quaker Impact jumping above the current price in 90 days from now is about 98.0%. The Quaker Impact Growth probability density function shows the probability of Quaker Impact mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Quaker Impact Growth has a beta of -0.1289 indicating as returns on benchmark increase, returns on holding Quaker Impact are expected to decrease at a much lower rate. During the bear market, however, Quaker Impact Growth is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Quaker Impact Growth is significantly underperforming DOW.
  Odds Below 42.69HorizonTargetOdds Above 42.69
1.95%90 days
 42.69 
98.01%
Based on a normal probability distribution, the odds of Quaker Impact to move above the current price in 90 days from now is about 98.0 (This Quaker Impact Growth probability density function shows the probability of Quaker Mutual Fund to fall within a particular range of prices over 90 days) .

Quaker Impact Growth Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Quaker Impact market risk premium is the additional return an investor will receive from holding Quaker Impact long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Quaker Impact. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Quaker Impact's alpha and beta are two of the key measurements used to evaluate Quaker Impact's performance over the market, the standard measures of volatility play an important role as well.

Quaker Impact Against Markets

Picking the right benchmark for Quaker Impact mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Quaker Impact mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Quaker Impact is critical whether you are bullish or bearish towards Quaker Impact Growth at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Quaker Impact without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Probability Of Bankruptcy

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Investing Quaker Impact Growth

You need to understand the risk of investing before taking a position in Quaker Impact. The danger of trading Quaker Impact Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Quaker Impact is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Quaker Impact. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Quaker Impact Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Your Equity Center. Note that the Quaker Impact Growth information on this page should be used as a complementary analysis to other Quaker Impact's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Complementary Tools for Quaker Mutual Fund analysis

When running Quaker Impact Growth price analysis, check to measure Quaker Impact's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Quaker Impact is operating at the current time. Most of Quaker Impact's value examination focuses on studying past and present price action to predict the probability of Quaker Impact's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Quaker Impact's price. Additionally, you may evaluate how the addition of Quaker Impact to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Quaker Impact's value and its price as these two are different measures arrived at by different means. Investors typically determine Quaker Impact value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Quaker Impact's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.