December 5, 2011
, Appleseed Fund NAV: APPLX $
Holdings and Composition
Appleseed Fund History
Sustainable & Responsible Investing
Quarterly Fund Commentary
Conference Call Transcripts
Appleseed Fund News
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Appleseed Fund News
April 10, 2014
Appleseed Fund Announces Management Transition
March 25, 2014 MarketWatch
8 stocks for a value investor
by Brett Arends: "I asked one excellent value investor for his top picks. He gave me eight — ranging from some small cap and foreign names you’ve probably never heard of to some household names that even your grandma knows."
March 1, 2014
Flower Power: Why FTD Will Deliver
by David Englander: "Adam Strauss, co-manager of Appleseed Fund, discusses the investment thesis behind FTD"
September 17, 2013
Appleseed Portfolio Manager Conference Call
April 22, 2013
The Upside to Doing Good
by Stan Luxenberg: "Among the value stars is Appleseed, which only takes stocks that sell at big discounts to their fair values. Instead of trying to stay broadly diversified, the managers bet heavily on a few bargain stocks and avoid sectors that appear expensive or risky."
March 14, 2013
Simplify Life, Go Global with Funds
by John Waggoner: "The top-performing global multi-cap funds are worth a look, in part because they all have somewhat different approaches. Appleseed, the top performer, got to the top in part because of its defensive approach."
February 27, 2013
Appleseed Portfolio Manager Conference Call
February 22, 2013
Western Union, Staples Set to Deliver
by Gregg Greenberg: Adam Strauss, co-manager of Appleseed Fund, discusses the investment thesis behind Staples, Western Union, and John B. Sanfilippo.
Low-Minimum Mutual Funds from the Wizards of Wall Street
by Nellie S. Huang: "Four top-notch managers who have historically required big bucks to open accounts now offer mutual funds with modest minimums."
October 14, 2012
Minneapolis Star Tribune
Fund Manager: Plenty of Reasons to be Cautious Now
by Mark Jewell: "One reason Morningstar analysts give the fund a bronze-medal rating is its nearly 7 percent average annualized return over five years, a period that includes the 2008 stock market meltdown. That result puts Appleseed (APPLX) in the top 2 percent among mid-cap value funds."
October 2, 2012
A Stock You Can Go Nuts On
by Brett Arends: "In a market where almost every stock looks overvalued, this small nut company may prove the exception."
February 27, 2012
Contrarian Appleseed Fund Picks 4 Japanese Stocks
by Joyce Hanson: "Some contrarian investors like [Appleseed] portfolio manager Josh Strauss are waking up to the fact that ‘the cheapest stock market in the world that everybody hates,’ as Strauss calls Japan, is presenting some great buying opportunities."
November 16, 2011
10 Best Mutual Funds for 2012
by Kevin Baker: "The Street.com Ratings reviews the risk-adjusted return performance of around 25,000 funds every month..."
September 20, 2011
Crumbling Stock Market Reveals Value Picks
"The stockmarket has tumbled this year on debt woes and recession worries, but risk averse funds like the Appleseed Fund have helped to shield investors.
July 25, 2011
New Jersey News Room
Ten Good Reasons to buy the Appleseed Fund
by Warren Boroson: "Here are 10 reasons why I'm buying shares of the Appleseed Fund..."
April 4, 2011
Wall Street Transcript
Value Creation Through Sustainable Investing
: "For any company to go into our portfolio the stock has to pass two criteria. First, it has to pass our strict value criteria, which means there has to be at least a 50% upside between the current stock price and our own independent estimate of instrinsic value. And then it also had to meet our sustainability critera."
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."
July 8, 2010
"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."
May 10, 2010
"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."
February 23, 2010
"A Superb Socially Responsible Fund"
by Steven Goldberg: "Appleseed Fund has shined during the bear market – and the rebound."
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%."
January 8, 2010
"Four Different Paths to Great 2009 Returns"
by David Kathman: "Some managers performed well despite shunning the market's hottest sectors."
November 16, 2009
"Exciting Young Funds Buck the Trend"
by Selena Maranjian: "The Appleseed Fund is interesting in several respects..."
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."
"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."
June 10, 2009
"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."
June 1, 2009
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."
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-470-1029 or by downloading one
The Fund's past
does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-470-1029.
The Appleseed Fund is distributed by Unified Financial Securities, 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715. (Member
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