We are value investors who seek to generate market-beating returns by investing in sustainable, undervalued companies. The Appleseed Fund (APPLX) is a no-load, value-oriented, SRI mutual fund. During the twelve months ended 6/30/09, Lipper ranked the
Contact InformationP.O. Box 6110 Indianapolis, Indiana, 46206
phone: view phone(312)896-9660
fax: view fax
1% for Community: No
Account Minimums: $2,000/$1,000 IRAs
Compliance: You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read and considered carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-470-1029. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Distributed by United Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA). Fund performance was -11.0% during the twelve months through 3/31/09, and fund performance was -9.1% per annum since inception. Lipper Inc. - A Reuters Company, is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are based on historical performance with capital gains and dividends reinvested. Appleseed's #1 Lipper ranking is based on its 1-year performance through 12/31/09 versus 377 other mid-cap value funds. Appleseed's #1 Morningstar ranking is based on its 1-year performance through 12/31/09 versus 186 other domestic equity SRI mutual fund classes. Three year, five year and ten year performance is not applicable; Fund inception date was 12/09/06.