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Appleseed Fund (APPLX)
General Fund Information
431 N Pennsylvania St Indianapolis, IN 46204
(800) 470-1029www.appleseedfund.com
Category:Domestic Equity Funds
Style:Value
Assets: ($ millions)$89.4

Account min.:$2,500
Reinvest. min.:$0
IRA account min.: 
IRA reinvest min.: 
Type:Mid-Cap
Expenses:1.25%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:20.29
Avg. P/B:5.00
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Appleseed Fund seeks to provide long-term capital appreciation. The fund seeks to invest in companies that balance generating profits with an awareness of their impact on the environment and society in general. The fund will not invest in companies that derive substantial revenues from the tobacco, alcohol, pornography, gambling, or weapons industries. The fund will also consider a company's performance with respect to environmental responsibility, labor standards, and human rights.
Social Issues11/30/17
Shareholder activism:Yes
Community investment:Yes
Environment:P
Human rights:R
Employment:R
Products and Services:
Weapons:x
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:x/x/x
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 17.41%
Year to date: 17.41%
1 Year: 18.45%
Annualized returns:
3 Year: 5.53%
5 Year: 6.96%
10 Year: 7.58%
Since inception: 6.75%
Inception date: 12/08/06
Bear Market: -11.75%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:2.01
Alpha 5YR:2.41
Beta 3YR:0.51
Beta 5YR:0.51
R. Squared 3YR:43.32
R. Squared 5YR:42.43
Sharpe 3YR:0.54
Sharpe 5YR:0.73
Std. Dev. 3YR:9.15
Std. Dev. 5YR:9.15
Sectors Pie Chart 
No fund sectors available

 

 
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