Add to balance / Manage account | User: | Log out |
Prospect News home > News index > List of issuers S > Headlines for SmallCap Value Fund > News item |
Quaker's Small-Cap Value Fund lifts 150-stock minimum investment
By Toni Weeks
San Diego, April 5 - Quaker Investment Trust announced that its Small-Cap Value Fund has modified its principal investment strategy, according to a 497 filing with the Securities and Exchange Commission.
Effective immediately, the fund is no longer required to select at least 150 small-cap stocks. It will, however, continue to invest at least 80% of its total assets in U.S. common stocks of companies with market capitalizations similar to those of companies included in the Russell 2000 and Russell 2500 indexes.
Malvern, Pa.-based Quaker Funds, Inc. serves as the investment adviser to the fund.
© 2015 Prospect News.
All content on this website is protected by copyright law in the U.S. and elsewhere.
For the use of the person downloading only.
Redistribution and copying are prohibited by law without written permission in advance from Prospect News.
Redistribution or copying includes e-mailing, printing multiple copies or any other form of reproduction.