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Yorktown Short Term Bond A APIMX

Quantitative rating as of | See Yorktown Funds Investment Hub
  • NAV / 1-Day Return 3.72  /  0.27 %
  • Total Assets 345.8 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.79%
  • Effective Duration

Morningstar’s Analysis APIMX

Will APIMX outperform in future?

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

Summary

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Weakness in Yorktown Short Term Bond 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 second-costliest quintile among peers.

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