APGRX Mutual Fund

APGRX Mutual Fund (Yorktown Growth Fund Institutional Share Class) is managed by Yorktown Funds with $73.2M in net assets. APGRX expense ratio is 1.26%, holding 168 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2013-05-31.

APGRX performance shows a YTD return of 14.48%. The 1-year return is 18.79% and the 5-year return is 5.04%.

APGRX top holdings include Comfort Systems USA Inc. (4.1%), Ies Holdings (2.1%), Fabrinet (1.9%), Prysmian Spa (1.8%), FTAI Aviation Ltd (1.6%). Go to all APGRX holdings, APGRX sectors, or APGRX dividends.

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