Appleseed Fund Appleseed Fund Key Fundamental Indicators
| APPLX Fund | USD 12.24 0.00 0.00% |
As of the 14th of February 2026, Appleseed Fund shows the Coefficient Of Variation of 402.81, mean deviation of 1.71, and Risk Adjusted Performance of 0.2084. Appleseed Fund Appleseed technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Appleseed Fund's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Appleseed Fund's valuation are provided below:Appleseed Fund Appleseed does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Appleseed |
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| APPLX | Appleseed Fund Appleseed | Mutual Fund |
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Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionIn accordance with the company's disclosures, Appleseed Fund Appleseed has a Year To Date Return of 1.1571%. This is much higher than that of the Appleseed Fund family and significantly higher than that of the World Allocation category. The year to date return for all United States funds is notably lower than that of the firm.
Appleseed Fund Appleseed Fundamental Drivers 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 Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Appleseed Fund's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Appleseed Fund could also be used in its relative valuation, which is a method of valuing Appleseed Fund by comparing valuation metrics of similar companies.Appleseed Fund is currently under evaluation in year to date return among similar funds.
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.Fund Asset Allocation for Appleseed Fund
The fund invests 69.5% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.7%) , cash (6.11%) and various exotic instruments.Asset allocation divides Appleseed Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Appleseed Fundamentals
| Price To Earning | 14.58 X | ||||
| Price To Book | 1.32 X | ||||
| Price To Sales | 0.61 X | ||||
| Total Asset | 22.19 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 1.16 % | ||||
| One Year Return | 23.19 % | ||||
| Three Year Return | 12.02 % | ||||
| Five Year Return | 7.00 % | ||||
| Ten Year Return | 3.55 % | ||||
| Net Asset | 51.31 M | ||||
| Last Dividend Paid | 0.21 | ||||
| Cash Position Weight | 6.11 % | ||||
| Equity Positions Weight | 69.50 % | ||||
| Bond Positions Weight | 0.70 % |
About Appleseed Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Appleseed Fund Appleseed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Appleseed Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Appleseed Fund Appleseed based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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