The Quaker Aggressive Growth Fund typically holds about 125-200 stocks with sound fundamentals that exhibit strong earnings acceleration. Short selling may be utililized as a defensive measure when stocks are overvalued. The Fund holds between 40-60 stocks, with most major industry sectors represented, and is managed to minimize adverse tax consequences to shareholders. This involves, among other techniques, minimizing portfolio turnover and realizing capital losses to offset realized capital gains. The fund is managed by Arnie Schneider, Chief Investment Officer and Principal of Schneider Capital Management.
Special attention is paid to trading costs to reduce the erosion on overall portfolio performance.
The Quaker Fixed Income Fund is a high quality, mid-duration bond fund composed primarily of U.S. Treasury obligations, U.S. Agency obligations, Mortgage Backed Bonds and High Quality Corporate Bonds.