8 stocks for a value investor
By Brett Arends
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.
The MSCI World Index is a widely followed, unmanaged group of stocks from 23 international markets and is not available for purchase. The Index provides total returns in U.S. dollars with net dividends reinvested. The Index return assumes reinvestment of all distributions and does not reflect the deduction of taxes and fees. Individuals cannot invest directly in the Index. However, an individual can invest in exchange traded funds or other investment vehicles that attempt to track the performance of a benchmark index.
Through 12/31/2013, the Appleseed Fund (APPLX) generated a one year return of 19.09%, a three year annualized return of 9.55%, a five year annualized return of 17.15% and an annualized return of 8.50% since the Fund’s inception on 12/08/06.
Performance data quoted above represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment 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 is available by calling us toll free at 1-800-470-1029.
Investments in commodities such as gold may be affected by overall market movements, changes in interest rates, and other factors such as weather, disease, embargoes and international economic and political developments. Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. These instruments may subject the Fund to greater volatility than investments in traditional securities.
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.
The following represents the percentile of holdings mentioned in the article as of 02/28/2014: Teva 6.14%, Titan 3.87%, FTD 3.18%, John B. Sanfillio & Son 4.94%, Toyo Tanso 3.68%, Western Union 3.33%, Staples 2.52% and Mosaic 4.38%.
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. Past performance is no guarantee of 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.
We note the reporter’s statement “If you had invested 10k in the MSCI World Stock market index back then and just left it there, reinvesting the dividends, you’d have made $3200 in profits through the end of last year.” This scenario is hypothetical and does not account for the potential impact of taxes. In addition, past performance is not an indication of future results.
Distributed by Unified Financial Securities, 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715. (Member FINRA)
Click on the following links to view the Fund’s standardized performance and top ten holdings