APPLX (Appleseed Fund;Inv)
Net Asset Value: 12.00
1-Day Return:
-0.03 (-0.25%)
YTD Return as of 5/23/12:
2.13%
Classification: Global Multi-Cap Value Objective: Global Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
- li>
- li>
- li>
- li>
- li>
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 2.13 | -5.23 | 11.41 | 3.97 | NA |
| Classification | -0.85 | -12.73 | 8.51 | -3.72 | 4.47 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 29 | 20 | 24 | 3 | NA |
Fund Stats
More| Investment Objective: | Global |
|---|---|
| Net Assets ($Mil) | 219.00 |
| Inception Date: | 12/8/06 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 1.24% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 3/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Federated Government Obligations Fund;inst | NA | 10.24 |
| Tesco Plc Ord | TSCO | 6.88 |
| Sealed Air Corp Ord | SEE | 5.11 |
| Central Goldtrust | NA | 4.85 |
| Novartis Ag Dr | NVS | 4.63 |
| Avon Products Inc Ord | AVP | 4.16 |
| Sk Telecom Co Ltd Dr | SKM | 4.15 |
| Shimano Inc Ord | NA | 3.93 |
| Mabuchi Motor Co Ltd Ord | NA | 3.88 |
| Willis Group Holdings Plc Ord | WSH | 3.76 |
| % of Total Holdings | 51.59 | |
Stories & Blogs: Around the Web
| 3/20/2012 | Morning Read: China Interrupts Bull Run (Barrons.com) |
![[sm061210things]](http://s.wsj.net/public/resources/images/PF-AC562_sm0612_C_20120514113337.jpg)
![[sm0612wedding4]](http://s.wsj.net/public/resources/images/PF-AC579_sm0612_C_20120515172853.jpg)
![[sm0612strat]](http://s.wsj.net/public/resources/images/PF-AC580_sm0612_C_20120515180019.jpg)
![[sm0612roi]](http://s.wsj.net/public/resources/images/PF-AC573_sm0612_C_20120515125902.jpg)