A: The Appleton Group PLUS 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: Adding the Fund to your existing portfolio is easy. Some investment professionals may suggest using the Fund as a core holding in your portfolio, comprising anywhere from 10 - 50% of your total portfolio holdings. An investor should contact an investment professional for advice in regards to their personal situation.

The Fund is available through advisors across America, and is available on many of the nation's largest brokerage platforms (see Purchase Information and Forms).

A: Our current fund expenses can be found in our prospectus. We expect that as our fund continues to grow in size, the overall expenses of the fund will continue to decline (generally the higher the fund assets, the lower the expense will become). All fund expenses are deducted from the net asset value (NAV) of the fund on a daily basis, and our performance is always reported net of all expenses.

It is important to consider the expenses and charges of the fund before investing. When comparing performance of one fund to another, it is important to consider net returns, or returns that have been calculated after all expenses have been deducted.

A: Comparing our fund's performance, risks and expenses is easy. Firms such as Morningstar and Lipper compare us to hundreds of funds with similar objectives, much of which can be viewed online. Since all mutual funds report performance net of all expenses, objectively comparing our Fund to the thousands of other funds available today has never been easier.

A: It is our belief that the size of the Fund is one of its best features. We calculate that the asset capacity of the fund is approximately $1.36 billion dollars (as of 12/31/08). At that point, we anticipate that the Fund may be closed to new investors. Those investors that use the Fund when it is small will be guaranteed ongoing access to the Fund and to The Appleton Group PLUS Strategy.

We believe that many mutual funds in the marketplace today have demonstrated an inability to produce returns that are much unlike the markets themselves, which can be a problem during periods of sustained market declines. In that sense, we believe investors should be more concerned about the overall effectivess of the manager's strategy, and not necessarily concerned about the size of the fund.

A: Absolutely! In fact, advisors across America already have access to The Appleton Group PLUS Fund and are using it with their clients today. If your advisor uses a platform through which we're not yet available, simply ask them to contact us. We can often have the fund available to them in as little as a week.

A: Life in Appleton is great! Truth be told, we think that there's a real advantage being outside of the mainstream of the financial centers. After all, if all of the funds in your portfolio are managed in the same way by managers who are all looking at the world through the same glasses, are you really all that diversified? Using managers of different backgrounds and philosophies and sizes and locations is true diversification, and we believe it can make your portfolio a whole lot stronger.