Appleseed Fund (APPLX) Research

The Appleseed Fund primarily allocates its capital to common stocks of companies that its advisor, Pekin Hardy Strauss, Inc. (the "Advisor"), identifies as underpriced. When evaluating potential equity holdings, the Advisor's approach emphasizes a thorough appraisal of a company's worth, specifically seeking significant differences between its internal assessment of intrinsic value and the current market quotation of the investment. This fund maintains a concentrated, non-diversified portfolio.

Market snapshot

Symbol
APPLX
Price
$12.24
Day change
0.00%
Market cap
$36.4M
52-week range
12.24-17.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMF Large Cap Equity Fund (IICAX)
  • Nuveen Multi-Market Income Fund (JMM)
  • Live Oak Health Sciences Fund (LOGSX)
  • Matrix Advisors Dividend Fund (MADFX)
  • ProFunds NASDAQ-100 Fund (OTPSX)
  • Paradigm Value Fund (PVFAX)
  • T. Rowe Price Target Retirement 2005 Fund (TRARX)
  • T.Rowe Price Emerging Europe Fund (TREMX)

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