Funds Offered by  

25 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AATRXYorktown Treasury Advanced Total Return Fund Institutional ClassMutual fund08/05/2020Actively managed1.00 0.00%Analyze
AFAAXYorktown Capital Appreciation Fund Class InstitutionalMutual fund04/13/1988Global EquityGlobalLarge capActively managed1.00 1.20%Analyze
AFDDXYorktown Capital Appreciation Fund Class LMutual fund04/13/1988Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
AFFCXYorktown Multi-Sector Bond Fund Class CMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
AFFIXYorktown Multi-Sector Bond Fund Class LMutual fund07/01/2004Asset AllocationUSModerateActively managed1.00 1.65%Analyze
AFGGXYorktown Growth Fund Class AMutual fund06/14/1985Global EquityGlobalLarge capActively managed1.00 1.40%Analyze
AFMMXYorktown Short Term Bond Fund Class LMutual fund07/01/2004US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.89%Analyze
APGRXYorktown Growth Fund Class InstitutionalMutual fund06/14/1985Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
APIBXYorktown Short Term Bond Fund Class InstitutionalMutual fund05/31/2013US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.89%Analyze
APIFXYorktown Master Allocation Fund Class AMutual fund03/19/2009Asset AllocationUSModerateActively managed1.00 2.56%Analyze
APIGXYorktown Capital Appreciation Fund Class AMutual fund04/13/1988Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
APIIXYorktown Multi-Sector Bond Fund Class InstitutionalMutual fund04/01/2010Asset AllocationUSModerateActively managed1.00 0.65%Analyze
APILXYorktown Master Allocation Fund Class LMutual fund03/19/2009Asset AllocationUSModerateActively managed1.00 3.31%Analyze
APIMXYorktown Short Term Bond Fund Class AMutual fund07/02/1997US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.89%Analyze
APITXYorktown Growth Fund Class LMutual fund06/14/1985Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
APIUXYorktown Multi-Asset Income Fund Class AMutual fund07/02/1997Asset AllocationUSModerateActively managed1.00 1.15%Analyze
APMAXYorktown Master Allocation Fund Class InstitutionalMutual fund03/19/2009Asset AllocationUSModerateActively managed1.00 0.00%Analyze
YOVAXYorktown Small-Cap Fund Class AMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
YOVCXYorktown Small Cap Fund Class CMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
YOVIXYorktown Small-Cap Fund Institutional ClassMutual fund05/09/2016US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
YOVLXYorktown Small-Cap Fund Class LMutual fund05/09/2016US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
YWBAXYorktown Mid-Cap Fund Class AMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
YWBCXYorktown Mid Cap Fund Class CMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
YWBIXYorktown Mid-Cap Fund Institutional ClassMutual fund05/10/2016US EquityBroad marketMid capActively managed1.00 0.00%Analyze
YWBLXYorktown Mid-Cap Fund Class LMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
TOTAL25

2021 © Stock Market MBA, Inc. Terms of use | Privacy policy