APIFX : Yorktown Master Allocation Fund Class A

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


Yorktown Master Allocation Fund Class A

FI Score

11 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

11% FI Score
  • apifx
  • Mutual Fund
  • Allocation
  • All-In-One

Yorktown Master Allocation Fund Class A

Expenses: 1.62% (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 long-term capital appreciation and current income. The fund invests its assets in a variety of equity and debt securities. It also invests in the securities of other open-end mutual funds managed by the Adviser, but reserves the right to invest fund assets in other equity and debt securities as it deems appropriate in seeking to achieve the fund's investment objective. The Adviser does not presently intend to invest fund assets in individual equity or debt securities. The fund is non-diversified.

Largest Holdings

Amount Holding
39.13% Yorktown Capital Income Institutional
38.53% Yorktown Growth Institutional
21.31% Yorktown Small-Cap Institutional

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