APITX Mutual Fund

APITX Mutual Fund (Yorktown Growth Fund Class L) is managed by Yorktown Funds with $37.7M in net assets. APITX expense ratio is 2.26%, holding 203 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1985-06-14.

APITX performance shows a YTD return of 3.32%. The 1-year return is 2.89% and the 5-year return is 4.69%.

APITX top holdings include Comfort Systems USA Inc. (3.8%), Ies Holdings, Inc. (2.3%), Prysmian Spa Common Stock EUR 0.1 (1.7%), Arista Networks Inc Common Stock (1.6%), Kla Corp. (1.3%). Go to all APITX holdings, APITX sectors, or APITX dividends.

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