AFDDX : Yorktown Capital Income Fund Class L

AFDDX is a Allocation Market All-In-One with HIGH fees.


Yorktown Capital Income Fund Class L

FI Score

9 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

  • afddx
  • Mutual Fund
  • Allocation
  • All-In-One

Yorktown Capital Income Fund Class L

Expenses: 2.47% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks high current income, as well as growth of capital and income. The fund may invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities. The Adviser invests directly in equity or debt securities when the advisor believes attractive investment opportunities exist. Although the Adviser considers ratings in determining whether securities convertible into common stock or debt securities are appropriate investments for the fund, such securities may include investments rated below investment grade, commonly known to as "junk bonds."

Largest Holdings

Amount Holding
4.62% Customers Bancorp, Inc. 3.95%
4.52% Dime Community Bancshares, Inc. 4.5%
4.29% Merchants Bancorp Series A
1.96% BlackRock Inc
1.40% LCI Industries Inc
1.37% ManpowerGroup Inc
1.14% Globant SA
1.14% EastGroup Properties Inc
1.14% Jones Lang LaSalle Inc
1.14% The Interpublic Group of Companies Inc
1.13% South Jersey Industries Inc
1.12% M.D.C. Holdings Inc
1.11% Main Street Capital Corp
1.10% Eaton Vance Corp
1.09% Southwest Gas Holdings Inc
1.05% AT&T Inc
1.05% Synchrony Financial
1.02% Franklin Resources Inc
1.01% Fastenal Co
1.00% Accenture PLC Class A
0.99% Quest Diagnostics Inc
0.98% Interactive Brokers Group Inc
0.98% KAR Auction Services Inc
0.97% Xcel Energy Inc
0.97% Penske Automotive Group Inc

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