Quaker Capital Opportunities C
309 Technology Drive Malvern PA 19355
Phone: 800-220-8888
| Category: | Large Growth | | Fund Family: | Quaker | | Net Assets: | 6.15M | | Year-to-Date Return: | -6.99% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-May-02 |
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Charles A. Knott
Lead Manager since
31-Jan-02 | | | Knott is the founder , chairman and chief investment officer of Knott Capital Management. He is also lead portfolio manager for the fund. He has more than 35 years investment experience, including more than 20 years with bank trust departments. In addition to holding the CIO position at several large institutions, he has served as the Deputy Banking Commissioner for the State of Maryland. He has offered his testimony as an expert witness before the Federal Reserve Banking Committee. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth. The fund normally invests at least 65% of total assets in common stocks and similar securities. It may invest up to 25% of assets in "special situation" securities. The fund invests more than 25% of assets in a single industry sector. It generally invests up to 25% of net assets in foreign securities, including American Depositary Receipts. The fund may invest up to 15% of total assets in all types of fixed-income securities, and up to 10% of total assets in high-yield bonds. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 1.82 | | Annual Holdings Turnover
| 87.00% | | Average for Category:
| 106.08% |
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| Expense | QCOCX | Category
Avg | | Total Expense Ratio: | 2.51%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$745 | $750 | | 5 Yr Expense Projection*: |
$1,275 | $1,203 | | 10 Yr Expense Projection*: |
$2,726 | $2,363 |
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0.06 (0.79%)
