API Efficient Frontier Income A
American Pension Investors Trust P.O. Box 2529 2303 Yorktown Avenue Lynchburg, VA 245
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Phone: 888-933-8274
| Category: | Conservative Allocation | | Fund Family: | American Pension Investors | | Net Assets: | 7.61M | | Year-to-Date Return: | 43.34% | | Yield: | 9.66% | | 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 current income with limited credit risk. The fund invests in securities, derivatives and other financial instruments that offer the opportunity for current income with limited credit risk. It may invest in debt securities, including U.S. government securities and corporate bonds; common stock of U.S. and foreign issuers and in other U.S. and foreign securities issued by underlying funds; index securities; enhanced index products; real estate investment trusts and other issuers. |
| Last Dividend
(29-Oct-09):
| 0.07 | | Last Cap Gain
(30-Dec-03):
| 0.13 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 75.40% |
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| Expense | APIUX | Category
Avg | | Total Expense Ratio: | 2.63%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 1,345 | $638 | | 5 Yr Expense Projection*: |
$ 1,890 | $979 | | 10 Yr Expense Projection*: |
$ 3,368 | $1,930 |
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