API Efficient Frontier Multiple Index A
American Pension Investors Trust P.O. Box 2529 2303 Yorktown Avenue Lynchburg, VA 245
Map
Phone: 888-933-8274
| Category: | World Stock | | Fund Family: | American Pension Investors | | Net Assets: | 3.10M | | Year-to-Date Return: | 39.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-97 |
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David D. Basten
Lead Manager since
02-Jul-97 | | | 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 maximum total return from capital growth and income. The fund invests in securities, derivatives and other financial instruments that offer the opportunity for maximum total return from capital growth and income. It invests in index securities that represent interests in a portfolio of common stocks or fixed income securities seeking to track the performance of a securities index or similar benchmark, such as the S&P 500 index, the NYSE Composite index, the NASDAQ Composite index or the Russell 1000 index. |
| Last Dividend
(27-Dec-07):
| 0.27 | | Last Cap Gain
(31-Dec-08):
| 0.51 | | Annual Holdings Turnover
| 75.00% | | Average for Category:
| 91.16% |
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| Expense | APIMX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.11% Nasdaq 
0.01%
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