Appleton Group Plus
615 East Michigan Street Milwaukee, WI, 53202
Map
Phone: 866-993-7767
| Category: | Moderate Allocation | | Fund Family: | Appleton | | Net Assets: | 42.60M | | Year-to-Date Return: | 0.86% | | Yield: | 0.06% | | Morningstar Rating: |  | | Fund Inception Date: | 02-May-05 |
|
Mark Scheffler
Lead Manager since
02-May-05 | | | Scheffler is a senior portfolio manager and founder of The Appleton Group. Before founding the firm, he served as an investment officer with Robert W. Baird & Co. since 1995, eventually becoming a vice president of their Appleton Office in 1999. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks to maximize total return. The fund normally allocates assets among shares of different ETFs. It generally invests in ETFs that correspond to major market indices. The fund may also keep approximately 20% of assets in shares of other investment companies that invest in fixed-income securities of varying credit qualities, including government and corporate bonds, money market instruments and high yield bonds or junk bonds. It may take short positions on shares of ETFs representing up to 45% of assets. |
| Last Dividend
(29-Dec-08):
| 0.01 | | Last Cap Gain
(2-Jan-08):
| 0.73 | | Annual Holdings Turnover
| 952.00% | | Average for Category:
| 82.83% |
|
| Expense | AGPLX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
1.27% Nasdaq 0.00%
Profile
