Weakness in Yorktown Capital Appreciation A'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 most expensive quintile among peers.
- NAV / 1-Day Return 21.54 / 2.47 %
- Total Assets 9.2 Mil
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Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Blend
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 162%
Morningstar’s Analysis APIGX
Will APIGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.