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Yorktown Multi-Sector Bond L AFFIX

Quantitative rating as of
  • NAV / 1-Day Return 7.88  /  0.00
  • Total Assets 311.1 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.610%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.18%
  • Effective Duration

Morningstar’s Analysis AFFIX

Will AFFIX outperform in future?

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

Summary

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Weakness in Yorktown Multi-Sector Bond L's People and Process 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 highest quintile among peers.

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