QUSVX CCM Small/Mid-Cap Impact Value Fund Advisor Class

This is an open ended mutual fund. The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the securities of small- and mid-cap U.S. companies. In selecting securities, the Adviser employs the following strategies Value Securities MLPs REITs Impact Investments. The Adviser uses an internally developed investment process to seek to develop a fully integrated portfolio of securities that includes ESG factors that can deliver strong financial performance while simultaneously having positive, long-term economic and sustainable impact.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Quaker Family of Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     11/25/1996
Market cap:     $6,640,000
Current yield:     1.07%
Fees:     2.4700%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  746935766
ISIN:    US7469357666
Investment style: Actively managed

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