Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 13 of 13 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Yorktown Growth A | AFGGX | Global Small/Mid Stock | 4.89% | 23 | 0.990% | Low | Front Load | $1,000 | ||
| Yorktown Growth Institutional | APGRX | Global Small/Mid Stock | 4.89% | 18 | 0.990% | Below Average | Institutional | $1.0 Mil | ||
| Yorktown Growth L | APITX | Global Small/Mid Stock | 4.53% | 31 | 1.990% | Below Average | Level Load | $1,000 | ||
| Yorktown Multi-Sector Bond Instl | APIIX | Multisector Bond | 1.13% | 43 | 0.660% | Average | Institutional | $1.0 Mil | ||
| Yorktown Short Term Bond A | APIMX | Short-Term Bond | — | 0.94% | 51 | 0.840% | High | Front Load | $1,000 | |
| Yorktown Short Term Bond Institutional | APIBX | Short-Term Bond | — | 0.88% | 53 | 0.840% | High | Institutional | $1.0 Mil | |
| Yorktown Small-Cap A | YOVAX | Small Blend | 4.28% | 31 | 1.540% | High | Front Load | $1,000 | ||
| Yorktown Small-Cap Institutional | YOVIX | Small Blend | 2.14% | 25 | 1.290% | High | Institutional | $1.0 Mil | ||
| Yorktown Small-Cap L | YOVLX | Small Blend | 2.96% | 35 | 2.290% | High | Level Load | $1,000 | ||
| Yorktown Multi-Sector Bond A | APIUX | Multisector Bond | 1.15% | 47 | 1.160% | High | Front Load | $1,000 | ||
| Yorktown Multi-Sector Bond C | AFFCX | Multisector Bond | 0.46% | 53 | 1.670% | Average | Level Load | $1,000 | ||
| Yorktown Multi-Sector Bond L | AFFIX | Multisector Bond | 0.83% | 59 | 1.660% | Average | Level Load | $1,000 | ||
| Yorktown Short Term Bond L | AFMMX | Short-Term Bond | — | 0.83% | 58 | 1.490% | Above Average | Level 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank