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APPIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$15.70
Change
+$0.04 (+0.26%)
Net Assets
53.46M

APPIX Appleseed Institutional Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dollar General Corp (NYSE:DG), CF Industries Holding (NYSE:CF), Mosaic Company (The) (NYSE:MOS), VF Corp (NYSE:VFC).

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Appleseed Institutional MF is 13.86B. The market cap for tickers in the group ranges from 5.95B to 24.61B. DG holds the highest valuation in this group at 24.61B. The lowest valued company is VFC at 5.95B.

Volume

The average weekly volume growth across all stocks in the Appleseed Institutional MF was -16%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 35
Price Growth Rating: 35
SMR Rating: 64
Profit Risk Rating: 53
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderately Aggressive Allocation
Address
The Appleseed Fundc/o Unified Fund Services, Inc. 2960 N. Meridian St., Suite 300Indianapolis
Phone
1-312-896-9660
Web
www.appleseedfund.com
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APPIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APPIX has been closely correlated with CIRFX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if APPIX jumps, then CIRFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APPIX
1D Price
Change %
APPIX100%
+0.26%
CIRFX - APPIX
81%
Closely correlated
+0.54%
CIBFX - APPIX
81%
Closely correlated
+0.53%
CFIHX - APPIX
81%
Closely correlated
+0.53%
FBCIX - APPIX
81%
Closely correlated
+0.53%
RCEEX - APPIX
81%
Closely correlated
+0.55%
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