About APPIX
Appleseed Fund Institutional Share is an actively managed mutual fund designed to achieve long-term capital appreciation. The fund primarily invests in a portfolio of undervalued equity securities, employing a value-oriented strategy that seeks opportunities across a range of sectors and geographies. It operates with a flexible, "go-anywhere" mandate, allowing managers to select investments from global markets, including stocks, bonds, and cash, with a notable focus on its highest conviction ideas. As a result, a significant portion of its assets tends to be concentrated in its top holdings, which typically represent a blend of industries such as basic materials, technology, consumer defensives, and real estate. The fund’s approach emphasizes rigorous risk management and a long-term investment perspective. Managed by investment professionals who are also significant shareholders, Appleseed Fund Institutional Share serves institutional investors seeking diversified exposure to undervalued, responsibly managed companies while aiming to mitigate the risk of permanent capital loss. Since inception, the fund has maintained an active turnover rate and a commitment to sustainable, disciplined investing, earning recognition for its independent thinking and portfolio concentration strategy.
Fund Family Appleseed Fund
Category Flexible Portfolio
Stock Exchange NASDAQ
Ticker Symbol APPIX
Share Class Institutional Class
Index Index is not available on Lipper Database
APPIX had a total return of 19.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.95%.
