APGRX – Yorktown Growth Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital. The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
APGRX	Yorktown Growth Fund Class Institutional	Institutional	Open			May 31, 2013	$75.96M	1.250%	High	$1M	$21.95M
AFGGX	Yorktown Growth Fund Class A	Front Load	Open			Jul 1, 2004	$9.13M	1.250%	Average	$1,000	−$343,157.28
APITX	Yorktown Growth Fund Class L	Level Load	Open			Jun 14, 1985	$42.23M	2.250%	High	$1,000	−$1.83M

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