Appleseed Fund Financials
| APPLX Fund | USD 15.31 0.14 0.91% |
Appleseed |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Appleseed Fund Fund Summary
Appleseed Fund competes with Intrepid Endurance, Portfolio, Parnassus Endeavor, and Matthews Asia. 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. . 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.Specialization | World Allocation, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US90470K3703 |
| Business Address | The Appleseed |
| Mutual Fund Family | Appleseed Fund |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 470 1029 |
| Currency | USD - US Dollar |
Appleseed Fund Key Financial Ratios
Appleseed Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Appleseed Fund's current stock value. Our valuation model uses many indicators to compare Appleseed Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Appleseed Fund competition to find correlations between indicators driving Appleseed Fund's intrinsic value. More Info.Appleseed Fund Appleseed is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Appleseed Fund Appleseed is roughly 11.05 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Appleseed Fund's earnings, one of the primary drivers of an investment's value.Appleseed Fund Appleseed Systematic Risk
Appleseed Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Appleseed Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Appleseed Fund Appleseed correlated with the market. If Beta is less than 0 Appleseed Fund generally moves in the opposite direction as compared to the market. If Appleseed Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Appleseed Fund Appleseed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Appleseed Fund is generally in the same direction as the market. If Beta > 1 Appleseed Fund moves generally in the same direction as, but more than the movement of the benchmark.
Appleseed Fund November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Appleseed Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Appleseed Fund Appleseed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Appleseed Fund Appleseed based on widely used predictive technical indicators. In general, we focus on analyzing Appleseed Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Appleseed Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7686 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.13 |
Other Information on Investing in Appleseed Mutual Fund
Appleseed Fund financial ratios help investors to determine whether Appleseed Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Appleseed with respect to the benefits of owning Appleseed Fund security.
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