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Yorktown Growth L APITX

Quantitative rating as of | See Yorktown Funds Investment Hub
  • NAV / 1-Day Return 10.85  /  1.27 %
  • Total Assets 70.0 Mil
  • Adj. Expense Ratio
    2.040%
  • 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.

Summary

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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.

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