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Morningstar

Yorktown Capital Appreciation A APIGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.54  /  2.47 %
  • Total Assets 9.2 Mil
  • Adj. Expense Ratio
    1.260%
  • 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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis APIGX

Will APIGX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APIGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the APIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of APIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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