AFFCX Mutual Fund

AFFCX Mutual Fund (Yorktown Multi-Sector Bond Fund Class C) is managed by Yorktown Funds with $658,315.96 in net assets. AFFCX expense ratio is 1.66%, holding 320 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2016-05-06.

AFFCX performance shows a YTD return of -0.53%. The 1-year return is 2.37% and the 5-year return is 0.17%. AFFCX dividend yield stands at 3.86%, paid monthly.

AFFCX top holdings include Hsbc Bank Plc 2026-01-02 (5.0%), U.S. Treasury Notes, 4.875%, 10/31/2028 (0.9%), Ishares Convertible Bond ETF (0.7%), Freddie Mac Pool (0.7%), Hp Inc 6 09/15/2041 (0.7%). Go to all AFFCX holdings, AFFCX sectors, or AFFCX dividends.

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