API Efficient Frontier Growth A
American Pension Investors Trust P.O. Box 2529 2303 Yorktown Avenue Lynchburg, VA 245
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Phone: 888-933-8274
| Category: | World Stock | | Fund Family: | American Pension Investors | | Net Assets: | 9.29M | | Year-to-Date Return: | 34.63% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-04 |
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David D. Basten
Lead Manager since
01-Jul-04 | | | Basten is president and director of the Yorktown Management and Research Company, Inc., vice president of The Travel Center of Virginia, Inc., partner of The Rivermont Company and partner of Downtown Enterprises. He has also served as president and director of Yorktown Distributors, Inc. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks growth of capital. The fund invests in securities, derivatives and other financial instruments that offer opportunity for growth of capital. It may invest in the common stock of U.S. and foreign issuers that have superior prospects for robust and sustainable growth of revenues and earnings, with a focus on companies that dominate their market, are establishing a new market, or are undergoing dynamic change. |
| Last Dividend
(27-Dec-07):
| 0.13 | | Last Cap Gain
(31-Dec-08):
| 1.57 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 91.32% |
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| Expense | AFGGX | Category
Avg | | Total Expense Ratio: | 2.22%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 1,229 | $729 | | 5 Yr Expense Projection*: |
$ 1,696 | $1,136 | | 10 Yr Expense Projection*: |
$ 2,982 | $2,279 |
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0.16% Nasdaq 0.00%
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