Appleseed Fund is trading at 14.75 as of the 23rd of January 2025; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 14.71. Appleseed Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 23rd of January 2025. Click here to learn more.
The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the funds adviser, Pekin Hardy Strauss, Inc. . 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. More on Appleseed Fund Appleseed
Appleseed Fund Appleseed [APPIX] is traded in USA and was established 23rd of January 2025. Appleseed Fund is listed under Appleseed Fund category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Appleseed Fund family. This fund presently has accumulated 74.21 M in assets under management (AUM) with minimum initial investment of 100 K. Appleseed Fund Appleseed is currently producing year-to-date (YTD) return of 2.39% with the current yeild of 0.06%, while the total return for the last 3 years was -1.1%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Appleseed Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Appleseed Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Appleseed Fund Appleseed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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Other Information on Investing in Appleseed Mutual Fund
Appleseed Fund financial ratios help investors to determine whether Appleseed Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Appleseed with respect to the benefits of owning Appleseed Fund security.