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This is a list of Yorktown Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Yorktown Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Yorktown Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Yorktown Funds Funds.
This page includes relevant dividend information on Yorktown Funds Funds.
The table below illustrates valuable information regarding the primary fund manager for Yorktown Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Yorktown Funds Funds.
This list includes asset allocation proportions of the underlying holdings for Yorktown Funds Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Yorktown Multi-Asset Income Fund Class Institutional||Inst (APIIX)||North America||$642.40||6.69%||79.87%||0.59%||22.51|
|Yorktown Multi-Asset Income Fund Class L||Other (AFFIX)||North America||$642.40||14.84%||28.81%||1.59%||22.51|
|Yorktown Multi-Asset Income Fund Class C||C (AFFCX)||North America||$642.40||14.92%||28.48%||1.59%||22.51|
|Yorktown Multi-Asset Income Fund Class A||A (APIUX)||North America||$642.40||6.40%||82.49%||1.09%||22.51|
|Yorktown Short Term Bond Fund Class A||A (APIMX)||Short-Term Bond||$541.10||2.06%||58.39%||0.90%||22.51|
|Yorktown Short Term Bond Fund Class Institutional||Inst (APIBX)||Short-Term Bond||$541.10||2.17%||51.75%||0.90%||22.51|
|Yorktown Short Term Bond Fund Class L||Other (AFMMX)||Short-Term Bond||$541.10||4.31%||22.38%||1.90%||22.51|
|Yorktown Growth Fund Class L||Other (APITX)||World Large-Cap Equity||$63.56||15.34%||67.80%||2.45%||34.57|
|Yorktown Growth Fund Class Institutional||Inst (APGRX)||World Large-Cap Equity||$63.56||19.20%||42.43%||1.45%||34.57|
|Yorktown Growth Fund Class A||A (AFGGX)||World Large-Cap Equity||$63.56||31.68%||2.35%||1.45%||34.57|
|Yorktown Small-Cap Fund Class L||Other (YOVLX)||U.S. Small-Cap Blend Equity||$33.99||16.48%||36.21%||2.63%||2.19|
|Yorktown Small-Cap Fund Class A||A (YOVAX)||U.S. Small-Cap Blend Equity||$33.99||17.48%||31.47%||1.88%||2.19|
|Yorktown Small-Cap Fund Institutional Class||Inst (YOVIX)||U.S. Small-Cap Blend Equity||$33.99||17.75%||30.32%||1.63%||2.19|
|Yorktown Capital Income Fund Class L||Other (AFDDX)||North America||$26.28||11.87%||41.57%||2.28%||15.43|
|Yorktown Capital Income Fund Class A||A (APIGX)||North America||$26.28||12.25%||40.26%||1.53%||15.43|
|Yorktown Capital Income Fund Class Institutional||Inst (AFAAX)||North America||$26.28||13.05%||34.70%||1.28%||15.43|
|Yorktown Master Allocation Fund Class Institutional||Inst (APMAX)||North America Equity||$17.01||-11.07%||96.96%||1.06%||10.79|
|Yorktown Master Allocation Fund Class L||Other (APILX)||North America Equity||$17.01||-16.43%||97.90%||2.06%||10.79|
|Yorktown Master Allocation Fund Class A||A (APIFX)||North America Equity||$17.01||-13.22%||97.20%||1.31%||10.79|
|Yorktown Mid-Cap Fund||Inst (YWBIX)||Mid-Cap Blend Equity||$1.88||1.34%||95.45%||1.81%||N/A|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Yorktown Funds is a company that sells mutual funds with $4,615M in assets under management. The average expense ratio from all mutual funds is 1.27%. 63.16% of all the mutual funds are no load funds. The oldest fund launched was in 1985. The average manager tenure for all managers at Yorktown Funds is 9.76 years. The company offers investors 19 mutual funds, in terms of the number of individual fund symbols.
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