APITX Mutual Fund

APITX Mutual Fund (Yorktown Growth Fund Class L) is managed by Yorktown Funds with $45.0M in net assets. APITX expense ratio is 2.26%, holding 168 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1985-06-14.

APITX performance shows a YTD return of 13.77%. The 1-year return is 17.66% and the 5-year return is 3.99%.

APITX 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 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.