• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.12% Nasdaq Up0.71%

    Appleton Group Plus (AGPLX)

    10.88 Up 0.03(0.28%) Apr 24

    Profile as of Mar 30, 2015Get Profile for:
    Appleton Group Plus
    Trust for Professional Mgrs (Appleton)615 East Michigan StreetMilwaukee, WI 53202
    Phone: 866-993-7767
    Fund Overview 
    Category:Tactical Allocation
    Fund Family:Appleton
    Net Assets:35.34M
    Year-to-Date Return:1.53%
    Morningstar Rating:2 stars
    Fund Inception Date:May 2, 2005
    Morningstar Style Box 
    Tactical Allocation
    [View Category Definition]
    View Top Tactical Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Mark C. Scheffler
    Lead Manager since May 2, 2005
    Mark Scheffler is Senior Portfolio Manager and Founder of The Appleton Group. Mark serves as portfolio manager for the private client group, and manages all assets held by the proprietary mutual fund and the separately managed account clients. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark is a 1992 graduate of Lawrence University with a double major in music education & music theory composition. He is 37 and is a lifelong Wisconsin resident.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    AGPLX can be purchased from 58 brokerages.

    Fund Summary 
    The investment seeks to maximize total return. Under normal market conditions, the Advisor seeks to achieve the fund's investment objective by allocating the fund's assets primarily among shares of different exchange-traded funds ("ETFs"). The Advisor may also keep a portion (approximately 20%) of the fund's assets in shares of other investment companies that invest in fixed-income and dividend paying securities of varying credit qualities, including government and corporate bonds, money market instruments and high yield bonds or "junk bonds." The fund may take short positions on shares of ETFs representing up to 45% of the net assets of its portfolio.

    Fund Operations 
    Last Dividend (Dec 21, 2014) : 0.05
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 22, 2015) : 190.86%
    Average for Category:227.83%
    Fees & Expenses 
    ExpenseAGPLXCategory Avg
    Annual Report Expense Ratio (net):1.73%1.38%
    Prospectus Net Expense Ratio:1.82%N/A
    Prospectus Gross Expense Ratio:2.02%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.07%
    Max Deferred Sales Load: N/A1.35%
    3 Yr Expense Projection*:614774
    5 Yr Expense Projection*:1,0701,291
    10 Yr Expense Projection*:2,3322,659
    * Per $10,000 invested