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Morningstar

Yorktown Growth L APITX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis APITX

Will APITX 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 APITX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the APITX 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 APITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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