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Appleseed Investor

APPLX
11.99
+0.05
+0.42%
12/6/2016
5 Years
  • Previous Close

    11.94

  • Net Assets

    98.96M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.20%

  • Category

    World Allocation

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Appleseed Fund

Fund Style

Open

Fund Manager

Bill Pekin

Investment Style

Medium Value

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, Pekin Singer Strauss Asset Management, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA NA
Initial Purchase: AIP 2,500

Inception

12/8/2006

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