Appleseed Fund Appleseed Fund Quote

APPLX Fund  USD 14.84  0.06  0.40%   

Performance

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Weak
 
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Odds Of Distress

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Low
Appleseed Fund is trading at 14.84 as of the 22nd of March 2025; that is 0.4 percent down since the beginning of the trading day. The fund's open price was 14.9. Appleseed Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 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. Appleseed Fund is traded on NASDAQ Exchange in the United States. More on Appleseed Fund Appleseed

Moving together with Appleseed Mutual Fund

  0.85APPIX Appleseed Fund AppleseedPairCorr
  0.85RIRAX Capital Income BuilderPairCorr
  0.85RIREX Capital Income BuilderPairCorr
  0.85RIRCX Capital Income BuilderPairCorr
  0.74RIRFX Capital Income BuilderPairCorr

Moving against Appleseed Mutual Fund

  0.36SPGSX State Street PremierPairCorr

Appleseed Mutual Fund Highlights

Fund ConcentrationAppleseed Fund Funds, Large Funds, World Allocation Funds, World Allocation, Appleseed Fund (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Appleseed Fund Appleseed [APPLX] is traded in USA and was established 22nd of March 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 no minimum investment requirementsAppleseed Fund Appleseed is currently producing year-to-date (YTD) return of 3.54% with the current yeild of 0.05%, while the total return for the last 3 years was 3.66%.
Check Appleseed Fund Probability Of Bankruptcy

Instrument Allocation

Top Appleseed Fund Appleseed Mutual Fund Constituents

QCOMQualcomm IncorporatedStockInformation Technology
FNFabrinetStockInformation Technology
MOSThe MosaicStockMaterials
WBWeibo CorpStockCommunication Services
TPICTPI CompositesStockIndustrials
SONYSony Group CorpStockConsumer Discretionary
SILCSilicomStockInformation Technology
SFMSprouts Farmers MarketStockConsumer Staples
More Details

Appleseed Fund Appleseed Risk Profiles

Appleseed Fund Against Markets

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.
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