|309 Technology Dr. , Malvern, PA 19355|
|Fund Manager||Team Managed|
The Quaker Small/Mid-Cap Impact Value Fund (the Fund) seeks to provide 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. The Funds adviser, Community Capital Management, Inc.(the Adviser) generally considers small-and mid-cap companies to be those companies represented by the Russell 2500 Index. As of September 30, 2019, the market capitalization of companies in the Russell 2500 Index ranged from $15.83million to $14.51 billion and the Russell 2500 Value Index ranged from $44.70 million to $13.46 billion. Typically, the Fund will invest in companies with a market capitalization range, at the time of investment, between $250 million and $20 billion,although the Fund may invest in companies with market capitalizations outside of that range.
|Asset Type||% Of Allocation|
|Total Net Assets||13.31 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|EVA||ENVIVA PARTNERS LP||6.83%|
|FNFV||FIDELITY NATIONAL FINANCIAL I||4.37%|
|WPC||WP CAREY INC||4.28%|
|TKR||THE TIMKEN CO||3.70%|
|RJF||RAYMOND JAMES FINANCIAL||3.55%|
|MAA||MID AMERICA APARTMENT COMMUNI||3.51%|
|AMP||AMERIPRISE FINANCIAL INC||3.37%|
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Stocks moving in premarket trading Tuesday include Uber, Johnson & Johnson, U.S. Bancorp, Lennar and Apple.
China has set a target for non-fossil fuel sources to account for 20% of the country’s energy by 2025. That could accelerate copper demand.
"Lennar, as well as the U.S. housing market, "continued to experience unprecedented supply chain challenges which we believe will continue into the foreseeable future," said chairman Stuart Miller.
"Our large real-world evidence and Phase 3 studies confirm that the single-shot Johnson & Johnson vaccine provides strong and long-lasting protection against COVID-19-related hospitalizations," the drugmaker said.
Wall Street looks set to rebound from its biggest single-day decline in four months Tuesday as investors shift focus from China Evergrande's failure to the Fed's two-day policy meeting.
Stock futures rebound from Monday sell-off; China Evergrande chairman vows to recover; Lennar ads name to list of cautious homebuilders; Trudeau wins historic third term and Universal Music Group sings loudly on Amsterdam debut.