APIMX Mutual Fund
APIMX Mutual Fund
APIMX Mutual Fund
Yorktown Short Term Bond Fund Class A
APIMX Mutual Fund Overview
APIMX Mutual Fund (Yorktown Short Term Bond Fund Class A) is managed by Yorktown Funds with $6.0M in net assets. APIMX expense ratio is 0.79%, holding 175 positions across sectors including Financials, Utilities, Industrials. Inception date: 1997-07-02.
APIMX performance shows a YTD return of -0.24%. The 1-year return is 0.61% and the 5-year return is 2.24%. APIMX dividend yield stands at 3.51%, paid monthly.
APIMX top holdings include Aitc-Bank Deposit (5.9%), Us Treasury N/B 11/28 4.375 (1.8%), Caterpillar Finc Services (Fxd) Mtn 4.4% Mar 03, 2028 (1.8%), Hsbc Holdings Plc Frn 5.63% Nov 19, 2030 (1.2%), Mcdonald'S Corp 5% 05/17/29 (1.2%). Go to all APIMX holdings, APIMX sectors, or APIMX dividends.
APIMX can be compared against other funds. Use APIMX overlap to find shared positions, or APIMX vs another fund for a side-by-side view. APIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.