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Quaker Event Arbitrage Fund Class A (QEAAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of capital. To achieve the fund's investment objective- the Adviser invests in the securities of publicly traded companies involved in mergers- takeovers- tender offers- leveraged buyouts- spin-offs- liquidations- or similar events ("corporate reorganizations"). A variety of strategies can be employed to capitalize on the mispricing of corporate securities during corporate reorganizations- including transactions involving common and preferred stock- debt instruments and derivative securities.


1 month+1.65% 3 years+4.69%
3 months+4.41% 5 years+5.20%
1 year+7.85% Since inception+5.61%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return+5.20%+2.65%
Expense ratio2.80%1.81%
Risk 5 year sharpe ratio0.650.56
Net assets$22.5M$437.8M
Average market cap$5.1B$23.0B
Average P/E--19.1
Portfolio turnover326%326%

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Fund Management and Purchase Info

Fund familyQuaker
Fund manager & tenureThomas Kirchner / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock50.61%
Fixed income14.60%
International stock10.83%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.71%
Healthcare 17.01%
Media 16.42%
Consumer service 9.65%
Utilities 5.79%
Top 10 Holdings
Portfolio weighting
AABA Yahoo!11.45%
BABA Alibaba Group Holding Ltd7.83%
IEC IEC Electronics Corp6.61%
-- 6.56%
-- 5.04%
-- 4.86%
MPMQ MPM Holdings Inc3.78%
AAP Advance Auto Parts Inc3.43%
PG Procter & Gamble3.01%
-- 2.80%