Information about The Appleseed Fund, including news releases and links to articles written
about the Fund.
2010
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July 9, 2010 U.S. News and World Report "Wall Street Banks: Too Big to...Invest In" by Rob Silverblatt: "Even as socially responsible investing gains traction in the marketplace, common wisdom still dictates that funds that tie their hands by mixing ethics with financial decisions will often have to accept lower returns. Appleseed, however, has managed to shatter that perception: Over the trailing three-year period (through June 30, 2010), it has outperformed the S&P 500 by a stunning 13.3% per year."
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July 8, 2010 Huffington Post "Mutual Fund To No Longer Invest In ‘Too Big to Fail’ Banks" by Shahien Nasiripour: "A top-ranked mutual fund will no longer invest in ‘Too Big To Fail’ banks, announcing Thursday it would extend a prohibition already in place against tobacco firms and pornography distributors to banks like Citigroup and Goldman Sachs Group."
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May 10, 2010 Barron’s "A Value Fund with Values" by Karen Hube: "Appleseed is not only the top-ranked socially responsible fund over the past three years; it is also the top performer in the entire mid-cap value stock category for the three years ended April 30."
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February 23, 2010 Kiplinger "A Superb Socially Responsible Fund" by Steven Goldberg: "Appleseed Fund has shined during the bear market – and the rebound."
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January 14, 2010 MarketWatch "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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