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Natural Investment White Paper: Rigor in Ratings

The purpose of this whitepaper is to highlight areas of concern so that the Morningstar’s Sustainability Rating may improve its methodology and avoid unintentionally “greenwashing” mutual funds that do not reflect the widely-held ESG standards of the SRI...

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Appleseed Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-470-1029.

The Fund is managed by Pekin Singer Strauss Asset Management. The Appleseed Fund is distributed by Unified Financial Securities, LLC.

Appleseed Capital is the impact investing arm of Pekin Singer Strauss Asset Management, Inc.

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