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APPLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 3 closing price
Price
$17.16
Change
+$0.13 (+0.76%)
Net Assets
52.99M

APPLX Appleseed Investor 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 Investor MF is 14.7B. The market cap for tickers in the group ranges from 7.29B to 24.19B. DG holds the highest valuation in this group at 24.19B. The lowest valued company is VFC at 7.29B.

Volume

The average weekly volume growth across all stocks in the Appleseed Investor MF was 10%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 50
Price Growth Rating: 49
SMR Rating: 61
Profit Risk Rating: 58
Seasonality Score: 19 (-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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APPLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APPLX has been closely correlated with FBCIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if APPLX jumps, then FBCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APPLX
1D Price
Change %
APPLX100%
+0.76%
FBCIX - APPLX
82%
Closely correlated
+0.50%
RIRHX - APPLX
82%
Closely correlated
+0.51%
CFIHX - APPLX
82%
Closely correlated
+0.50%
RCEEX - APPLX
82%
Closely correlated
+0.50%
FWCBX - APPLX
82%
Closely correlated
+0.51%
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