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    More On AGPLX


    Appleton Group Risk Managed Growth (AGPLX)

    9.49 Up 0.03(0.32%) May 27

    Holdings as of Mar 30, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.31
    Stocks:98.83
    Bonds:0.00
    Other:0.74
    Top 10 Holdings (100.01% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    SPDR® S&P 500 ETFN/A36.48N/A
    iShares MSCI ACWI ex USN/A22.93N/A
    iShares US Real EstateN/A21.52N/A
    Vanguard FTSE Emerging Markets ETFN/A19.08N/A
    Equity Holdings 
    AveragesAGPLXCategory Avg
    Price/Earnings16.9116.46
    Price/Book1.851.93
    Price/Sales1.551.33
    Price/Cashflow6.716.43
    Median Market Cap29.27K39.29K
    3 Year Earnings Growth12.08%12.53%
    Sector Weightings (%)  
    Sector AGPLXCategory Avg
    Basic Materials
     
    4.823.64
    Consumer Cyclical
     
    8.1913.14
    Financial Services
     
    14.6114.28
    Realestate
     
    21.726.42
    Consumer Defensive
     
    8.009.08
    Healthcare
     
    8.1513.15
    Utilities
     
    2.763.52
    Communication Services
     
    6.224.16
    Energy
     
    5.265.99
    Industrials
     
    7.7311.12
    Technology
     
    12.5415.49
    Bond Ratings (%)  
    SectorAGPLXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A35.45
    AAN/A10.57
    AN/A12.11
    BBBN/A15.10
    BBN/A6.29
    BN/A6.34
    BELOW BN/A2.27
    OTHERN/A11.89
    Bond Holdings 
    AveragesAGPLXCategory Avg
    MaturityN/A6.13
    DurationN/A3.87
    Credit QualityN/ABelowB