Appleseed Fund News



    “Low-Minimum Mutual Funds From the Wizards of Wall Street"

    January  2013

    By Nellie S. Huang

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    The views expressed in the article are those of the author and participants as of January 2013 and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security. Information provided with respect to the Fund's Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

    Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. 

    Small- Cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.

    Click on the following links to view the Fund's standardized performance and top ten holdings