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Appleton Group PLUS Fund (AGPLX)

FAIL (the browser should render some flash content, not this). Discover The Appleton Group PLUS Fund, managed by The Appleton Group, LLC. The Appleton Group PLUS Fund employs an ETF trend-following discipline designed to systematically adjust the portfolio as market conditions change. This strategy seeks to invest exclusively in ETFs whose current price trend is rising, while eliminating exposure to ETFs whose current price trend is falling. How to Use The Fund. Data as of 5/18/2015. The Appleton Group P...

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Appleton Group PLUS Fund (AGPLX) | appletongroupfunds.com Reviews

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FAIL (the browser should render some flash content, not this). Discover The Appleton Group PLUS Fund, managed by The Appleton Group, LLC. The Appleton Group PLUS Fund employs an ETF trend-following discipline designed to systematically adjust the portfolio as market conditions change. This strategy seeks to invest exclusively in ETFs whose current price trend is rising, while eliminating exposure to ETFs whose current price trend is falling. How to Use The Fund. Data as of 5/18/2015. The Appleton Group P...

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4 investment philosophy

5 investment process

6 frequently asked questions

7 ticker

8 change

9 agplx

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Appleton Group PLUS Fund (AGPLX) | appletongroupfunds.com Reviews

https://appletongroupfunds.com

FAIL (the browser should render some flash content, not this). Discover The Appleton Group PLUS Fund, managed by The Appleton Group, LLC. The Appleton Group PLUS Fund employs an ETF trend-following discipline designed to systematically adjust the portfolio as market conditions change. This strategy seeks to invest exclusively in ETFs whose current price trend is rising, while eliminating exposure to ETFs whose current price trend is falling. How to Use The Fund. Data as of 5/18/2015. The Appleton Group P...

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appletongroupfunds.com

1

Investment Philosophy

http://www.appletongroupfunds.com/process.html

Exchange Traded Fund (ETF) Trend-Following. First we identify investment classes domestic equities, international equities, real estate, commodities, fixed income, and cash. For each investment class, corresponding ETFs are selected based on their costs and trading efficiencies. How to Use The Fund. Before you invest in The Appleton Group Risk Managed Growth Fund, please refer to the prospectus. For important information about the investment company, including investment objectives, risks, charges and ex...

2

Investment Philosophy

http://www.appletongroupfunds.com/fit.html

Once you've decided that The Appleton Group Risk Managed Growth Fund is a good fit for your investment portfolio, only one question remains: How to use the Fund? Some investment advisors recommend starting with a core investment around which investors can then build satellite postions to complete their portfolio based on their own personal goals and risk tolerance. An investor should contact an investment professional for advice in regard to their personal situation. How to Use The Fund.

3

Investment Philosophy

http://www.appletongroupfunds.com/faqs.html

Q: What is The Appleton Group Risk Managed Growth Fund? A: The Appleton Group Risk Managed Growth Fund is a no-load mutual fund. The Fund is designed to be a core component in a diversified investment portfolio, complimenting other investment vehicles which may be less responsive to changing market conditions. It is available for use by a wide range of investors including individuals, corporations, trusts, endowments, foundations, institutions and corporate sponsored retirement plans. A: Our current fund...

4

Investment Philosophy

http://www.appletongroupfunds.com/about.html

Mark C. Scheffler. Being structured properly is the. First step toward success. As a core holding in an investor's portfolio, The Appleton Group Risk Managed Growth Fund seeks to help to keep your portfolio on the right side of the market, offering the potential for meaningful asset growth during favorable market environments and the potential for meaningful asset preservation during unfavorable market environments. We stand ready to serve you, and we welcome your inquiries. How to Use The Fund. The Appl...

5

Investment Philosophy

http://www.appletongroupfunds.com/philosophy.html

The Appleton Group Risk Managed Growth Fund is designed to address an investor's desire to achieve useful, meaningful portfolio returns over time with only as much investment risk as is absolutely necessary along the way. It targets net portfolio returns over time that are considered generally necessary for an individual investor to maintain distributions in retirement, for endowments/pensions to meet spending goals in perpetuity, and for preretirees to achieve measurable progress toward saving goals.

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Call Us: (831) 724-5555. Drinks & Desserts. Drinks & Desserts. Private Events & Public Music Events. We offer made-to-order Angus Burgers on a Kaiser Bun, a delicious Philly Cheese-Steak sandwiches on a French Roll and the classic BLT. We’re a family-owned restaurant offering delicious, affordable dinners made fresh when you order it. Our Chefs use only the finest ingredients and include only local fresh produce in all our salads, pizzas, burgers, and soups. Private Events & Public Music Events. Hosted b...

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Appleton Group PLUS Fund (AGPLX)

FAIL (the browser should render some flash content, not this). Discover The Appleton Group PLUS Fund, managed by The Appleton Group, LLC. The Appleton Group PLUS Fund employs an ETF trend-following discipline designed to systematically adjust the portfolio as market conditions change. This strategy seeks to invest exclusively in ETFs whose current price trend is rising, while eliminating exposure to ETFs whose current price trend is falling. How to Use The Fund. Data as of 5/18/2015. The Appleton Group P...

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