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Dec 16: 9.53  Up 0.04 (0.42%)  

Appleton Group Plus (AGPLX)

TRUST FOR PROFESSIONAL MANAGERS

Net Asset Value:9.53
Trade Time:Dec 16
Change:Up 0.04 (0.42%)
Prev Close:9.53
YTD Return*:0.86%
Net Assets*:42.60M
Yield*:0.06%

* As of 30-Nov-09

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Appleton Group Plus (AGPLX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:42.60M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:0.86%
5y Avg Return:N/A
Rank in Category (ytd):1160
% Rank in Category (ytd):97.97%
Beta (3y):0.52
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

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. View More
Fund Profile

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