Information about The Appleseed Fund, including news releases and links to articles written
about the Fund.
2010
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January 14, 2010 "Stock Funds Still Below Pre-Crash Levels" by Sam Mamudi: "The top performing stock fund (among 2,301 mutual funds) with more than $100 million over the two years through Dec. 31, according to Morningstar, was Appleseed Fund, which had two-year annualized return of 14.5%."
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January 11, 2010 "The Appleseed Fund Tops Morningstar Midcap Value, Domestic SRI Equity Fund Categories Over Three Years" "The Appleseed Fund (APPLX) was ranked by Morningstar as the #1 returning U.S. midcap value fund among 342 funds for the three years ended December 31, 2009, and the #1 returning socially responsible (SRI) domestic equity fund among 166 funds for the same period."
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January 8, 2010 Morningstar "Four Different Paths to Great 2009 Returns" by David Kathman: "Some managers performed well despite shunning the market’s hottest sectors."
2009
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November 16, 2009 Motley Fool "Exciting Young Funds Buck the Trend" by Selena Maranjian: "The Appleseed Fund is interesting in several respects..."
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October 5, 2009 123Jump.com "Green and Financial Values": "Through a team-oriented approach, the Fund scours a limited universe of stocks to find the ones that meet its fundamental, valuation, and sustainability criteria."
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Fall 2009 Green Money Journal "Appleseed Fund: A Value-Oriented SRI Approach": "We believe that combining the disciplines of value-investing and SRI investing makes enormous sense for investors."
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July, 2009 About.com "The Appleseed Fund Begins to Sprout" by William Donovan: "When the financial services sector collapsed in 2008 and dragged many portfolios down with it, the Appleseed Fund, a mid-cap value fund with $27 million in assets, was benefiting from being in financials."
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June 10, 2009 MarketWatch "Putting Down Roots" by William Spain: "The fund manager and his team uncover investments through a focused screening process that highlights socially and environmentally responsible firms. The highly selective approach factors in both positive and negative attributes of a company, and layers on their own idea of what a stock could be worth."
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June 1, 2009 Morningstar Advisor "Appleseed Fund" by Ilana Polyak: "Investors have come to expect certain things of the companies in socially responsible portfolios: Strong environmental stewardship, fair working conditions, and conflict-free materials sourcing are just some of the biggies. But low price/sales ratios and copious free cash flow? Not so much."
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May 22, 2009 Morningstar "A Different Apple in the SRI Orchard [video]" by Michael Breen: "Unlike many socially responsible funds, Appleseed follows a value strategy and has uncovered some interesting stock ideas."
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March 2009 TheStreet.com "Appleseed Fund Plucks Cheap Stocks" [article] [video] by Gregg Greenberg: "Strauss looks for undervalued companies that emphasize human rights, environmental conservation, and community investing. His mid-cap value fund, named after the famed apple entrepreneur, shuns tobacco, gambling, alcohol, pornography, and weapons stocks."
(Please click here to see the Appleseed Fund’s recent performance.)
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February 2009 Investment Advisor "Wisdom, Not Necessarily Conventional: SRI Principles and a value orientation can be a winning combination" by Robert E. Keane: "Research has shown that both value and SRI investing outperform the overall market."
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