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Yorktown Capital Appreciation Instl AFAAX

Quantitative rating as of | See Yorktown Funds Investment Hub
  • NAV / 1-Day Return 23.01  /  3.16 %
  • Total Assets 9.5 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 162%

Morningstar’s Analysis AFAAX

Will AFAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Yorktown Capital Appreciation Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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