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APPLX
Appleseed Fund
Analysis
Holdings
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Performance
Similar Mutual Funds

APPLX Mutual Fund Price & Analysis

The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser, Pekin Hardy Strauss, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.

APPLX Mutual Fund Chart & Stats

Previous Close$14.65
Sub-CategoryGlobal,International
Total Liabilities87.36K
Last Dividend Ex-Date
Dec 13, 2024
Expense Ratio1.21%
Holding Count42
Brandunified series trust
Dividend Yield
 (5.24%)
CategoryEquity
Total Assets56.68M
Shares OutstandingN/A
52-Week Range$13.87 - $15.51

APPLX Mutual Fund News

Alibaba’s Cloud and AI Surge Amid Stock Dip
PremiumWeekend Updates
Alibaba’s Cloud and AI Surge Amid Stock Dip
2d ago
BABA
Michael Burry Bets Against Nvidia (NVDA) and Chinese Tech Stocks
PremiumMarket News
Michael Burry Bets Against Nvidia (NVDA) and Chinese Tech Stocks
3d ago
EL
JD
Why the Sellers Are Wrong About Alibaba Stock (BABA)
PremiumMarket News
Why the Sellers Are Wrong About Alibaba Stock (BABA)
3d ago
BABA
3 Best Stocks to Buy Now, 5/16/2025, According to Top Analysts
PremiumMarket News
3 Best Stocks to Buy Now, 5/16/2025, According to Top Analysts
3d ago
SG
BABA

Top 10 Holdings

Name
Weight %
PHYS
Sprott Physical Gold Trust
8.90%
DG
Dollar General Corp
4.02%
DSX
Diana Shipping
3.98%
EL
Estée Lauder
3.97%
USD_CASH
Lumentum Holdings Inc.
3.90%
MOS
Mosaic Co
3.69%
005930
Samsung Electronics Co Ltd.
3.63%
AER
AerCap Holdings NV
3.38%
BEI.UN
Boardwalk Real Estate Investment Trust
3.16%
BABA
Alibaba Group
3.00%
Total41.63%
Go to Holdings >

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