Yorktown Growth L earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 10.85 / 1.27 %
- Total Assets 70.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.990%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 54%
Morningstar’s Analysis APITX
Will APITX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.