APGRX : Yorktown Growth Fund Class Institutional

APGRX is a Allocation Market Total World with HIGH fees.

APGRX

Yorktown Growth Fund Class Institutional

FI Score

22 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

22% FI Score
  • apgrx
  • Mutual Fund
  • Allocation
  • Total World

Yorktown Growth Fund Class Institutional

Expenses: 1.46% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

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").

Largest Holdings

Amount Holding
1.13% BlackRock Inc
1.12% Monolithic Power Systems Inc
1.07% Franklin Resources Inc
1.02% Mercury Systems Inc
0.99% Tyler Technologies Inc
0.91% UFP Industries Inc
0.89% Generac Holdings Inc
0.84% Palo Alto Networks Inc
0.77% S&P Global Inc
0.73% Gray Television Inc
0.72% Cryolife Inc
0.70% BioMerieux SA
0.69% Cabot Microelectronics Corp
0.68% The Trade Desk Inc A
0.68% adidas AG ADR
0.68% Masimo Corp
0.68% Logitech International SA
0.67% Sartorius Stedim Biotech SA
0.65% SPS Commerce Inc
0.64% PayPal Holdings Inc
0.64% Merit Medical Systems Inc
0.63% ExlService Holdings Inc
0.63% IDEX Corp
0.63% Nordson Corp
0.63% IAC/InterActiveCorp

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