Morningstar

Yorktown Growth Fund Class L APITX

Morningstar Medalist Rating
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Medalist Rating as of See Yorktown Funds Investment Hub
  • NAV / 1-Day Return $14.43  /  −0.89 %
  • Fund Size $116.9M
  • Adjusted Expense Ratio 2.250%
  • Net Expense Ratio 2.170%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis APITX

Will APITX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Yorktown Growth L holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings APITX

More APITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

3.77 5M
Industrials

IES Holdings Inc

2.28 3M
Industrials

Prysmian SpA

1.66 2M
Industrials

Arista Networks Inc

1.58 2M
Technology

KLA Corp

1.29 2M
Technology

Fabrinet

1.07 1M
Technology

WESCO International Inc

1.01 1M
Industrials

Interactive Brokers Group Inc Class A

0.99 1M
Financial Services

Raymond James Financial Inc

0.95 1M
Financial Services

Advantest Corp ADR

0.93 1M
Technology

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