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 Dow Down 0.72% Nasdaq Down 0.50%

Appleseed (APPLX)

14.53 Down 0.08(0.55%) Jul 24
Prev Close:14.53
YTD Return*:5.36%
Net Assets*:311.00M
Yield*:0.02%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
GTU.TO13.4615.32
PHY.U.TO6.6910.12
TEVA5.9735.11
MOS4.755.46
JBSS4.4510.17

Fund Basics

Morningstar Overall Rating:
Total Assets:311M
Category:World Allocation
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:5.36%
5y Avg Return:13.04%
Rank in Category (ytd):46
% Rank in Category (ytd):8.75%
Beta (3y):1.22
Morningstar Risk Rating:4

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. View More
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