Yorktown Growth Fund Class Institutional APGRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$23.08  /  −0.60%
  • Fund Size$117.3M
  • Adjusted Expense Ratio1.250%
  • Net Expense Ratio1.170%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Small/Mid Stock
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio38%

Morningstar’s Analysis APGRX

Will APGRX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Yorktown Growth Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings APGRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

3.935M
Industrials

IES Holdings Inc

2.363M
Industrials

Prysmian SpA

1.622M
Industrials

Arista Networks Inc

1.602M
Technology

KLA Corp

1.392M
Technology

CECO Environmental Corp

1.181M
Industrials

Aitc-Bank Deposit

1.151M
Cash and Equivalents

Fabrinet

1.071M
Technology

WESCO International Inc

1.041M
Industrials

Semtech Corp

0.981M
Technology

Sponsor Center