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    Appleseed (APPLX)

    12.47 Down 0.03(0.24%) Jan 23

    Profile as of Dec 30, 2014Get Profile for:
    The Appleseed Fundc/o Unified Fund Services, Inc. 2960 N. Meridian SIndianapolis, Indiana 46208
    Phone: 800-470-1029
    Fund Overview 
    Category:World Allocation
    Fund Family:Appleseed Fund
    Net Assets:263.69M
    Year-to-Date Return:-1.68%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 8, 2006
    Morningstar Style Box 
    World Allocation
    [View Category Definition]
    View Top World Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Adam Strauss
    Lead Manager since Dec 8, 2006
    Strauss is a senior vice president with Pekin Singer Strauss Asset Management. Prior to joining it in 2004, he worked in several operating roles, as Sr. Vice President of Corporate Development at EquipNet, Inc. (2000-2004) and as VP of Business Development at Frontier Natural Brands(1997-2000). Strauss began his career as a management consultant, at Gemini Consulting (1992-1994) and, prior to that, at Andersen Consulting(1991-1992). Strauss holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    APPLX can be purchased from 70 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser. It may invest in commodities-related investments, including in ETFs and trusts that invest in or track the price of gold or other precious metals, for any purpose consistent with its investment objective, or as an attempt to offset the effects of inflation. The fund is non-diversified.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 11, 2014) : 0.00
    Annual Holdings Turnover (Jan 21, 2015) : 53.00%
    Average for Category:48.96%
    Fees & Expenses 
    ExpenseAPPLXCategory Avg
    Annual Report Expense Ratio (net):1.24%1.06%
    Prospectus Net Expense Ratio:1.35%N/A
    Prospectus Gross Expense Ratio:1.46%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.36%
    Max Deferred Sales Load: N/A1.92%
    3 Yr Expense Projection*:451651
    5 Yr Expense Projection*:7871,037
    10 Yr Expense Projection*:1,7372,101
    * Per $10,000 invested