Advertisement
Skip to Content

Yorktown Multi-Sector Bond A APIUX

Quantitative rating as of | See Yorktown Funds Investment Hub
  • NAV / 1-Day Return 8.52  /  0.59 %
  • Total Assets 311.0 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.35%
  • Effective Duration

Morningstar’s Analysis APIUX

Will APIUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Weakness in Yorktown Multi-Sector Bond A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor