APIMX – Yorktown Short Term Bond A Investment Strategy | Morningstar

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Strategy

The investment seeks income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities that, in the Adviser's opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.

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
APIBX	Yorktown Short Term Bond Fund Class Institutional	Institutional	Open			May 31, 2013	$101.45M	0.790%	High	$1M	$4.38M
APIMX	Yorktown Short Term Bond Fund Class A	Front Load	Open			Jul 2, 1997	$5.96M	0.790%	High	$1,000	−$762,080.35
AFMMX	Yorktown Short Term Bond Fund Class L	Level Load	Open			Jul 1, 2004	$59.70M	1.440%	Above Average	$1,000	−$21.70M

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