APIBX Mutual Fund

APIBX Mutual Fund (Yorktown Short Term Bond Fund Institutional Share Class) is managed by Yorktown Funds with $104.0M in net assets. APIBX expense ratio is 0.79%, holding 179 positions across sectors including Financials, Industrials, Utilities. Inception date: 2013-05-31.

APIBX performance shows a YTD return of 0.39%. The 1-year return is 2.84% and the 5-year return is 1.99%. APIBX dividend yield stands at 3.33%, paid monthly.

APIBX top holdings include Fnma/Fhlg Tba Issuer (2.3%), Us Treasury N/B 11/28 4.375 (1.7%), Caterpillar Finc Services (Fxd) Mtn 4.4% Mar 03, 2028 (1.7%), Mcdonald'S Corp 5% 05/17/29 (1.2%), Nstar Electric Co 4.85% Mar 01, 2030 (1.1%). Go to all APIBX holdings, APIBX sectors, or APIBX dividends.

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