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API Efficient Frontier Growth A (AFGGX)

14.64 Up 0.09(0.62%) Sep 18
Prev Close:14.64
YTD Return*:0.68%
Net Assets*:76.19M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AFGGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Z0.5776.28
SHPG.L0.5772.77
AKRX0.5658.77
ZBRA0.5643.69
PANW0.5656.15

Fund Basics

Morningstar Overall Rating:
Total Assets:76.19M
Category:World Stock
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:0.68%
5y Avg Return:15.76%
Rank in Category (ytd):92
% Rank in Category (ytd):7.9%
Beta (3y):0.83
Morningstar Risk Rating:4

Fund Summary

The investment seeks growth of capital. The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds"). View More
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