Appleseed APPLX
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Value Managers Keeping Some Powder Dry
… Bronze. Premium Members can see the full screen by clicking here . Below are three of the funds making the cut. Appleseed APPLX Cash: 10.8% Aside from its sizable cash position, this small ($238 million in assets) mid-cap value fund …
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Analyst Rating Question
… Morningstar Analyst Ratings. Example: Appleseed Fund ( APPLX ) is rated as bronze and Artisan ..... same. In the last pillar, Price, APPLX scores higher than ARTQX. Why does ARTQX have the higher rating if APPLX has a better score among the pillars …
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Portfolio Changes
… or mid-cap fund. Here's where my research has come up with as options: JATIX, FSCRX, RSEFX, CCASX, QRSVX, TSELX, APPLX , GTSGX, WPFRX. I know that's a lot to put in one post, but any help to a fellow traveler would be greatly appreciated …
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Appleseed Letter to Shareholders
Dear Appleseed Shareholder: For stock market investors, the third quarter was both weak and unusually volatile. Our performance yardstick …
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Appleseed Letter to Shareholders
Appleseed Letter to Shareholders
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OT Who's Our Daniel Boone or Joan of Arc?
… loathed, and our cultural icons are invisible or clownish, we could really use a Davy Crockett, an Annie Oakley, a Johnny Appleseed , a John Henry. Down through our history, whenever things got ugly, an inspirational folk hero has always come to the fore …
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APPIX Appleseed Institutional Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… environmental factors. Four fifths of the team must approve a stock before it is added to the portfolio. Pessimism pays off at Appleseed . This fund's managers aren't heading for the doomsday bunkers, but they have been preparing for a dismal economic scenario …
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How One Fund Played Defense After the Downgrade
… I'll share my discussion with Appleseed APPLX managers Joshua Strauss, Billy ..... socially responsible rising-star Appleseed , which was down just 8 basis points ..... waiting for the dust to settle? A. Appleseed Fund is a go-anywhere value mutual …
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Biggest Mutual Fund Winners and Losers During the Sell-Off
… performance. Finally, funds like Forester Value FVALX and Appleseed APPLX , whose defensive stances have hurt them during rally ..... too. (A sizable cash stake has also helped.) Appleseed , meanwhile, has held up well as a result of its Big …
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Ten good reasons to buy the Appleseed Fund
Link NJNR: Where else besides health are you over-weight? JS: We have a big gold position. 17 percent in gold. Physical. We’ve had gold since ’06. NJNR: Why do you own gold? JS: There are so many reasons to love gold. We look at it as a portfolio hedge. Gold will protect us from inflation, will