AATRX Mutual Fund

AATRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.50%
Dividend Yield (Current)
-
Holdings
0
Inception Date
May 31, 2021
Fund Family
Yorktown Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AATRX Mutual Fund Overview

AATRX Mutual Fund (Yorktown Treasury Advanced Total Return Fund Class Institutional) is managed by Yorktown Funds. AATRX expense ratio is 0.50%, various sectors. Inception date: 2021-05-31.

AATRX performance shows data across multiple time periods..

AATRX top holdings include a diversified portfolio. Go to all AATRX holdings, AATRX sectors, or AATRX dividends.

AATRX can be compared against other funds. Use AATRX overlap to find shared positions, or AATRX vs another fund for a side-by-side view. AATRX alternatives are available via the screener, along with tax-loss harvesting opportunities.