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The Appleton Group PLUS fund is available through investment advisors across America, and through the following:

Charles Schwab (OneSource)
Fidelity (NTF)
TD Ameritrade
E*Trade
Pershing LLC
Hewitt Financial Services
Packerland Brokerage Services
STN Sungard - Mid Atlantic
M&I Trust Corporation
Ameriprise Brokerage
FTJ Fund Choice
Harbour
FolioFN Investments
Linsco Private Ledger Corp.
MG Trust
MSCS Financial Services
Southwest Securities Inc.
StockCross Financial Svcs.
Union Bank of California
Wells Fargo Investments LLC

- Data as of 3/25/2009 -

For information on adding The Appleton Group PLUS Fund to your preferred brokerage platform, please contact us...

 
 
 
 
Click below to download Appleton Group PLUS Fund applications...
 
New Account Application
 
IRA Application
 
IRA Transfer Forms
 
Coverdell Education Savings
Account Application
 
IRA and Coverdell Disclosure Statement
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Click below to download Appleton Group PLUS Fund documents...
 
Current Prospectus
 
Statement of Additional Informaiton
 
Annual Report
 
Semi-Annual Report
 
Risk/Return Summary - XBRL Version

 
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. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of The Appleton Group PLUS Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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.

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