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APPLX
Appleseed Fund
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Similar Mutual Funds

APPLX Mutual Fund Price & Analysis

The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser, Pekin Hardy Strauss, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.

APPLX Mutual Fund Chart & Stats

Previous Close$14.65
Sub-CategoryGlobal,International
Total Liabilities398.46K
Last Dividend Ex-Date
Dec 13, 2024
Expense Ratio1.21%
Holding Count43
Brandunified series trust
Dividend Yield
 (5.24%)
CategoryEquity
Total Assets54.76M
Shares OutstandingN/A
52-Week Range$13.87 - $15.51

APPLX Mutual Fund News

Alibaba’s Bold Moves in AI and Smart Payments
PremiumWeekend Updates
Alibaba’s Bold Moves in AI and Smart Payments
2d ago
BABA
Insider Trading Unveiled: Quantum, AST, General Dynamics, Dollar General, Synopsys
PremiumWeekend Updates
Insider Trading Unveiled: Quantum, AST, General Dynamics, Dollar General, Synopsys
2d ago
DG
GD
Alibaba Reports Share Changes and Repurchases in June 2025
PremiumCompany Announcements
Alibaba Reports Share Changes and Repurchases in June 2025
2d ago
6K
BABA
Dollar General (DG) Gets a Buy from Bernstein
PremiumBlurbs
Dollar General (DG) Gets a Buy from Bernstein
2d ago
DG

Top 10 Holdings

Name
Weight %
PHYS
Sprott Physical Gold Trust
8.85%
DG
Dollar General Corp
4.04%
BABA
Alibaba Group
3.89%
USD_CASH
Lumentum Holdings Inc.
3.83%
AER
AerCap Holdings NV
3.76%
MOS
Mosaic Co
3.73%
005930
Samsung Electronics Co Ltd.
3.68%
BOL
Bollore
3.49%
BEI.UN
Boardwalk Real Estate Investment Trust
3.43%
CF
Cf Industries Holdings, Inc.
3.16%
Total41.87%
Go to Holdings >

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