(OWNS) Quaker Investment Trust - Ratings and Ratios

Quaker Investment Trust, traded as OWNS on NYSE ARCA, is an exchange-traded fund (ETF) that focuses on investing in mortgage-backed securities (MBS) with a specific social impact. The funds investment strategy is centered around supporting minority and low-income families by investing at least 80% of its net assets in MBS backed by mortgage loans made to these groups or those residing in areas of persistent poverty.

The funds portfolio is further diversified by including MBS backed by loans from non-traditional originators such as Community Development Financial Institutions (CDFIs) and minority-owned banks, thereby promoting financial inclusion and community development. Being a non-diversified fund, OWNS may have a higher concentration in specific securities, which can lead to higher volatility but also potentially higher returns if the selected investments perform well.

From a technical standpoint, analyzing the provided data indicates that OWNS is currently trading at $16.87, slightly below its short-term moving averages (SMA20 at $17.05 and SMA50 at $17.07), suggesting a potential short-term bearish trend or consolidation phase. However, its long-term SMA200 stands at $16.96, indicating that the long-term trend is slightly positive. The Average True Range (ATR) of 0.13, or 0.76%, signifies relatively low volatility, making it a potentially stable investment for those seeking to minimize risk.

Given the technical and fundamental data, a forecast for OWNS could be constructed. With the current price below both the SMA20 and SMA50, a potential buy signal could emerge if the price surpasses these averages. Moreover, considering the funds AUM of $135.42M USD, it has a reasonable size to be considered for investment. If OWNS can break through the resistance level around its 52-week high of $17.39, it could potentially continue its upward trajectory. Conversely, a drop below the 52-week low of $16.00 could signal further downside. Therefore, a prudent strategy could be to monitor OWNS for a breakout above $17.05 (SMA20) with a target near $17.39, while keeping a stop-loss around $16.00 to limit potential losses.