Sunday, March 26, 2017
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Small Cap Value Fund: The Fund invests in smaller companies (generally less than $1.5 billion market capitalization). Smaller companies can be riskier investments than larger companies. The Fund invests in companies that appear to be “undervalued” in the marketplace (i.e. trading at prices below the company’s true worth). If the Fund’s perceptions of value are wrong, the securities purchased may not perform as expected, reducing the Fund’s return.
Mid Cap Value Fund: The Fund invests in companies that appear to be “undervalued” in the marketplace (i.e. trading at prices below the company’s true worth). If the Fund’s perceptions of value are wrong, the securities purchased may not perform as expected, reducing the Fund’s return. The Fund also invests in companies with medium market capitalizations (generally from $1.5 to $6 billion). Their stock prices often react more strongly to changes in the marketplace and can be more volatile.
Event Arbitrage Fund: The Fund invests in “special situation” securities, as a result of merger arbitrage and capital structure arbitrage, as well as engaging in short selling, which involves special risks and requires special investment expertise. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The use of derivative investments exposes the Fund to the potential lack of liquidity, increased transaction costs and possible losses greater than the Fund’s initial investment.
Global Tactical Allocation Fund: The Fund invests in “special situation” securities and engages in short selling, which involves special risks and requires special investment expertise. The Fund invests in medium-sized companies, which involve additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods.
Strategic Growth Fund: Common stock risks include the financial risk of selecting individual companies that do not perform as anticipated, the risk that the stock markets in which the Fund invests may experience periods of turbulence and instability, and the general risk that domestic and global economies may go through periods of decline and cyclical change. The Fund invests in growth companies there is a risk that the Fund’s growth style may perform poorly or fall out of favor with investors. Foreign securities-Foreign investments can be riskier than U.S. investments. Potential risks include adverse political and legal developments affecting issuers located and/or doing business in foreign countries, currency risk that may result from unfavorable exchange rates, liquidity risk if decreased demand for a security makes it difficult to sell at the desired price, and risks that stem from substantially lower trading volume on foreign markets.
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. For the most recent month-end or quarter-end performance, please visit the Prices and performance page.
Fund holdings, sector allocations, and asset allocations are subject to change and are not recommendations to buy or sell any security, please visit the holdings page.
Consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The Statutory, and where available, the Summary Prospectuses contain this and other important information and are available for download at www.quakerfunds.com. Read carefully before investing.