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    API Efficient Frontier Growth L (APITX)

    13.50 Down 0.04(0.30%) Jul 7
    Prev Close:13.54
    YTD Return*:4.99%
    Net Assets*:80.33M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for APITX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AGN.IR0.69N/A
    CCCGY0.50N/A
    ST0.48N/A
    LBTYK.L0.48N/A
    ICLR.IR0.47N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:80.33M
    Category:World Stock
    Annual Report Expense Ratio (net):2.38%

    Performance & Risk

    YTD Return:4.99%
    5y Avg Return:14.24%
    Rank in Category (ytd):27
    % Rank in Category (ytd):2.1%
    Beta (3y):0.72
    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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