APITX Mutual Fund
APITX Mutual Fund
Yorktown Growth Fund Class L
APITX Mutual Fund Overview
APITX Mutual Fund (Yorktown Growth Fund Class L) is managed by Yorktown Funds with $43.1M in net assets. APITX expense ratio is 2.26%, holding 168 positions across sectors including Industrials, Information Technology, Unknown. Inception date: 1985-06-14.
APITX performance shows a YTD return of 19.80%. The 1-year return is 30.01% and the 5-year return is 9.01%.
APITX top holdings include Comfort Systems USA Inc. (4.1%), Ies Holdings, Inc. (2.1%), Fabrinet (1.9%), Prysmian Spa (1.8%), Ftai Aviation Ltd (1.6%). View all APITX holdings, sector breakdown, or dividend history.
APITX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APITX alternatives are available via the screener, along with tax-loss harvesting opportunities.