Funds & Performance
Yorktown Funds employ a powerful, time-tested
investment approach across an array of strategies.
FUNDS OVERVIEW
An Introduction to Yorktown Funds
Each Yorktown Fund stays true to its objective while maintaining strategic diversification. Each Fund seeks to deliver superior, consistent returns while managing risk. We invest in what we believe to be superior companies with open-ended opportunities and competitive advantages in each category, while eliminating those that lag. The entire process requires inclusion of new and developing areas of strength in the global market place.
Short Term Bond Fund
as of 3/31/2019 subject to change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Learn More
Class A: APIMX, Class L: AFMMX, Class I: APIBX
Class A: APIMX, Class L: AFMMX, Class I: APIBX
Multi-Asset Income Fund
as of 3/31/2019 subject to change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Learn More
Class A: APIUX, Class L: AFFIX, Class I: APIIX
Class A: APIUX, Class L: AFFIX, Class I: APIIX
Growth Fund (Sector Weightings %)
as of 3/31/2019
subject to change . . . . . . . . . . . . . . . . . Learn More
Class A: AFGGX, Class L: APITX, Class I: APGRX
Mid Cap Fund (Sector Weightings %)
as of 3/31/2019
subject to change . . . . . . . . . . . . . . . . . Learn More
Small Cap Fund (Sector Weightings %)
as of 3/31/2019 subject to change . . . . . . . . . . . . . . . . . Learn More
Class A: YOVAX, Class L: YOVLX, Class I: YOVIX
Capital Income Fund (Sector Weightings %)
as of 3/31/2019 subject to change . . . . . . . . . . . . . . . . . Learn More
Class A: APIGX, Class L: AFDDX, Class I: AFAAX
Master Allocation Fund (Funds Weightings %)
as of 3/31/2019 subject to change . . . . . . . . . . . . . . . . . Learn More
Class A: APIFX, Class L: APILX, Class I: APMAX
