Appleseed Fund (APPLX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Appleseed Fund
Indianapolis, IN 46208
c/o Unified Fund Services, Inc. 2960 N. Meridian St., Suite 300
The Appleseed Fund
1-312-896-9660
Management Information
,Lead Manager since January 27, 2024
Joseph Plevelich is a Portfolio Manager of the Adviser. He joined the Adviser in April of 2021. He has been a Portfolio Manager of the Fund since 2023. Prior to joining the Adviser, Mr. Plevelich was a Director and Senior Research Analyst at Boenning & Scattergood from July 2020 to April 2021. Mr. Plevelich began his career in 2004 at Schneider Capital Management as a Senior Vice President conducting buy-side research in the financial services, real estate, and energy sectors. He received a B.S. in Finance and Management from the Wharton School of the University of Pennsylvania. He is currently a CFA® charter holder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Allocation
Fund FamilyAppleseed Fund
Net Assets67.54M
YTD Return-0.36%
Yield1.96%
Morningstar Rating★★
Inception DateJan 30, 2011
Fund Operations
Last Dividend0.27
Last Cap Gain0.00
Holdings Turnover63.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAPPLXCategory Average
Annual Report Expense Ratio (net)1.03%1.00%
Prospectus Net Expense Ratio1.03%N/A
Prospectus Gross Expense Ratio1.38%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.06%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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