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 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 Institutional | APIIX | Intermediate Core-Plus Bond | −0.55% | 7 | 0.660% | High | Institutional | $1M | ||
| Yorktown Bond Fund Class C | AFFCX | Intermediate Core-Plus Bond | −1.39% | 31 | 1.660% | High | Level Load | $1,000 | ||
| Yorktown Bond Fund Class L | AFFIX | Intermediate Core-Plus Bond | −1.46% | 34 | 1.660% | High | Level Load | $1,000 | ||
| Yorktown Growth Fund Class L | APITX | Global Small/Mid Stock | 3.87% | 79 | 2.250% | High | Level Load | $1,000 | ||
| Yorktown Growth Fund Class A | AFGGX | Global Small/Mid Stock | 4.78% | 76 | 1.250% | Average | Front Load | $1,000 | ||
| Yorktown Growth Fund Class Institutional | APGRX | Global Small/Mid Stock | 4.77% | 76 | 1.250% | High | Institutional | $1M | ||
| Yorktown Bond Fund Class A | APIUX | Intermediate Core-Plus Bond | −1.00% | 12 | 1.160% | High | Front Load | $1,000 | ||
| Yorktown Short Term Bond Fund Class A | APIMX | Short-Term Bond | −0.17% | 90 | 0.790% | High | Front Load | $1,000 | ||
| Yorktown Short Term Bond Fund Class Institutional | APIBX | Short-Term Bond | −0.17% | 90 | 0.790% | High | Institutional | $1M | ||
| Yorktown Short Term Bond Fund Class L | AFMMX | Short-Term Bond | −0.74% | 98 | 1.440% | Above Average | Level Load | $1,000 | ||
| Yorktown Small-Cap Fund Institutional Class | YOVIX | Small Growth | −6.55% | 99 | 1.350% | High | Institutional | $1M | ||
| Yorktown Small-Cap Fund Class L | YOVLX | Small Growth | −7.30% | 100 | 2.350% | High | Level Load | $1,000 | ||
| Yorktown Small-Cap Fund Class A | YOVAX | Small Growth | −6.70% | 99 | 1.600% | High | Front 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
United States