Morningstar

Yorktown Funds Mutual Funds

View all of Yorktown Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Yorktown Funds Mutual Funds List

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Yorktown Bond Fund Class InstitutionalAPIIXIntermediate Core-Plus Bond
−1.48%60.660%HighInstitutional$1M
Yorktown Bond Fund Class CAFFCXIntermediate Core-Plus Bond
−2.28%181.660%HighLevel Load$1,000
Yorktown Bond Fund Class LAFFIXIntermediate Core-Plus Bond
−2.20%151.660%HighLevel Load$1,000
Yorktown Growth Fund Class LAPITXGlobal Small/Mid Stock
12.55%372.250%HighLevel Load$1,000
Yorktown Growth Fund Class AAFGGXGlobal Small/Mid Stock
13.45%341.250%AverageFront Load$1,000
Yorktown Growth Fund Class InstitutionalAPGRXGlobal Small/Mid Stock
13.44%341.250%HighInstitutional$1M
Yorktown Bond Fund Class AAPIUXIntermediate Core-Plus Bond
−1.95%101.160%HighFront Load$1,000
Yorktown Short Term Bond Fund Class AAPIMXShort-Term Bond
−1.05%920.790%HighFront Load$1,000
Yorktown Short Term Bond Fund Class InstitutionalAPIBXShort-Term Bond
−0.73%890.790%HighInstitutional$1M
Yorktown Small-Cap Fund Institutional ClassYOVIXSmall Growth
2.47%861.350%HighInstitutional$1M
Yorktown Small-Cap Fund Class LYOVLXSmall Growth
1.71%882.350%HighLevel Load$1,000
Yorktown Short Term Bond Fund Class LAFMMXShort-Term Bond
−1.37%941.440%Above AverageLevel Load$1,000
Yorktown Small-Cap Fund Class AYOVAXSmall Growth
2.29%871.600%HighFront Load$1,000

Yorktown Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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