APIMX : Yorktown Short Term Bond Fund Class A

APIMX is a Bond Market High Yield Bond with MODERATE fees.


Yorktown Short Term Bond Fund Class A

FI Score

36 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

36% FI Score
  • apimx
  • Mutual Fund
  • Bond
  • High Yield Bond

Yorktown Short Term Bond Fund Class A

Expenses: 0.89% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities that, in the Adviser's opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.

Largest Holdings

Amount Holding
1.28% Drawbridge Special Opportunities Fund LP/ Drawbridge Special Opportunities
0.99% UniCredit S.p.A. 3.75%
0.88% DRIVE AUTO RECEIVABLES TR 2017-3 3.72%
0.88% Intesa Sanpaolo S.p.A. 3.38%
0.86% Intesa Sanpaolo S.p.A. 3.25%
0.86% Cantor Fitzgerald & Co. 4.88%
0.85% AutoNation, Inc. 3.5%
0.84% Credit Suisse Group AG 3.13%
0.82% BGC Partners, Inc. 3.75%
0.80% CNO Financial Group, Inc. 5.25%
0.79% Customers Bancorp, Inc. 3.95%
0.78% Bank Of Ireland Group Plc 4.5%
0.77% Societe Generale S.A. 5%
0.75% Pinnacle Bank Nashville Tennessee 4.88%
0.73% Westar Medical Office Building LP 4.53%
0.70% Citizens Financial Group Inc 4.3%
0.68% Customers Bancorp, Inc. 4.5%
0.68% Stifel Financial Corporation 4.25%
0.68% Bunge Limited Finance Corp. 4.35%
0.68% Webster Financial Corporation 4.38%
0.68% Danske Bank A/S 3.88%
0.68% Antares Holdings LP 6%
0.67% Flushing Financial Corporation 5.25%
0.67% Pershing Square Holdings, Ltd. 5.5%

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