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APPIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Appleseed Institutional (APPIX) Ownership - Who owns Appleseed Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

APPIX

Net Assets

53.6M

Fund Existence

over 14 years

Turnover

63.00

Total Expense Ratio

1.02

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.44

Assets in Top Ten Holdings

31.7M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

32.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

46.00

Number of Net Holdings

46.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.07

Weighting Top Ten Holdings

41.81%

Gain YTD

8.163

Annual Yield % from dividends

5.25

Returns for 1 year

10.07

Returns for 3 years

16.68

Returns for 5 years

46.06

Returns for 10 years

41.23

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details