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Once you've decided that The Appleton Group PLUS 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.
 
"Single Strategy"
Portfolio
"Core and Satellite"
Portfolio
  
 

For more information on ways to utilize The Appleton Group Wealth Management Discipline in your portfolio or in your practice, please visit the "Research" section of Appleton Group Wealth Management LLC, advisor to The Appleton Group PLUS Fund.

 
 

 
Before you invest in The Appleton Group PLUS Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-866-993-7767. The prospectus should be read carefully before you invest or send money.

Shares of The Appleton Group PLUS Fund are offered only to United States residents, and information on this site is intended for such persons.

Mutual fund investing involves risk. Principal loss is possible. Because the fund is a "fund of funds", the cost of investing in the fund will generally be higher than the cost of investing directly in the shares of the fund in which they invest. The fund will bear its share of fees and expenses of the underlying funds in addition to indirectly bearing the principal risks of those funds. The fund regularly makes short sales of securities, which involves the risk that losses may exceed the original amount invested. However, a mutual fund investor's risk is limited to the amount of investment in the mutual fund. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund's ability to sell its shares. Periodically rebalancing a portfolio does not guarantee a profit nor does it prevent portfolo losses from occurring.

The Appleton Group PLUS Fund is distributed by Quasar Distributors, LLC.
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Appleton Group PLUS Fund (AGPLX)
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