Appleseed

Appleseed Parent Rating

Average

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

Experienced longest-tenured management is a core advantage that Appleseed has over peer firms. With 18 years of average tenure across the group, it is clear that they've been put through their paces. The Appleseed roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 2.0 stars.

Appleseed Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

63.70 Mil

Investment Flows (TTM)

−20.05 Mil

Asset Growth Rate (TTM)

−27.12%

# 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 Institutional39
Appleseed Investor44

Quick Definitions: Key Morningstar Terms

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