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Morningstar

Appleseed

Appleseed Parent Rating

Average
Morningstar Manager Research

Appleseed's track record as a steward is mixed, leading to an Average Parent Pillar rating.

An area of strength at Appleseed is its tenured portfolio management team, which boasts 17 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. Turnover among Appleseed's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Appleseed Investments

Mutual Funds

See All Appleseed Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

73.01 Mil

Investment Flows (TTM)

−15.69 Mil

Asset Growth Rate (TTM)

−19.52%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
2
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Appleseed Institutional44
Appleseed Investor48
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

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