Tuesday, September 07, 2010

Fund Pick List Market Commentary Accumulate List New/Hold List Reduce List Liquidate List Fund Profile Snapshot Performance Metrics Fund Cycle Metrics Bull/Bear Metrics Fund Alerts Execution Alerts

Appleseed (APPLX) Category:   Mid-Cap Value Status:   Open to new investors Current Recommendation: NewBuy Pevious Recommendation: None Reason (last updated on 9/16/2009): This mid-cap value fund was down only -18.1% in 2008 and is up 47% YTD. It is a at a new all time high-significantly above 2007-2008 highs. It carries a short term redemption fee of 2% if sold in less than 90 days. It is available without transaction fee at Fidelity and Schwab. We are purchasing it at Schwab because of lower short term trading fee. Yahoo Financial Chart, click here Morningstar Profile, click here Subscribe to email alerts for this mutual fund