APPLESEED Mutual Fund Quote

APPIX
 Fund
  

USD 13.41  0.10  0.75%   

Market Performance
1 of 100
Odds Of Distress
Less than 38
APPLESEED FUND is trading at 13.41 as of the 5th of December 2022; that is 0.75 percent increase since the beginning of the trading day. The fund's open price was 13.31. APPLESEED FUND has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for APPLESEED FUND APPLESEED are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of December 2020 and ending today, the 5th of December 2022. Click here to learn more.
CUSIP
90470K164
ISIN
US90470K1640
Fiscal _ Year _ End
September
The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the funds adviser, Pekin Hardy Strauss, Inc. Appleseed Fund is traded on NASDAQ Exchange in the United States. More on APPLESEED FUND APPLESEED

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APPLESEED FUND Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. APPLESEED FUND's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding APPLESEED FUND or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
APPLESEED FUND APPLESEED generated five year return of 0.0%
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of APPLESEED FUND's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Beta In Three Year1.78
Startdate28th of January 2018
APPLESEED FUND APPLESEED [APPIX] is traded in USA and was established 5th of December 2022. The fund is listed under World Allocation category and is part of Appleseed Fund family. APPLESEED FUND APPLESEED presently has accumulated 123.94 M in assets under management (AUM) with minimum initial investment of 100 K. , while the total return for the last 3 years was -2.05%.
Check APPLESEED FUND Probability Of Bankruptcy

Instrument Allocation

APPLESEED FUND Target Price Odds Analysis

Based on a normal probability distribution, the odds of APPLESEED FUND jumping above the current price in 90 days from now is about 26.23%. The APPLESEED FUND APPLESEED probability density function shows the probability of APPLESEED FUND mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon APPLESEED FUND has a beta of 0.4594. This suggests as returns on the market go up, APPLESEED FUND average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding APPLESEED FUND APPLESEED will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. APPLESEED FUND APPLESEED is significantly underperforming NYSE Composite.
  Odds Below 13.41HorizonTargetOdds Above 13.41
73.25%90 days
 13.41 
26.23%
Based on a normal probability distribution, the odds of APPLESEED FUND to move above the current price in 90 days from now is about 26.23 (This APPLESEED FUND APPLESEED probability density function shows the probability of APPLESEED Mutual Fund to fall within a particular range of prices over 90 days) .

APPLESEED FUND APPLESEED Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. APPLESEED FUND market risk premium is the additional return an investor will receive from holding APPLESEED FUND long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in APPLESEED FUND. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although APPLESEED FUND's alpha and beta are two of the key measurements used to evaluate APPLESEED FUND's performance over the market, the standard measures of volatility play an important role as well.

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Our tools can tell you how much better you can do entering a position in APPLESEED FUND without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in APPLESEED FUND APPLESEED?

The danger of trading APPLESEED FUND APPLESEED is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of APPLESEED FUND is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than APPLESEED FUND. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile APPLESEED FUND APPLESEED is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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Please note, there is a significant difference between APPLESEED FUND's value and its price as these two are different measures arrived at by different means. Investors typically determine APPLESEED FUND value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, APPLESEED FUND's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.