Nasdaq - Delayed Quote USD
Yorktown Growth Fund (APGRX)
17.13
-0.61
(-3.44%)
As of 8:05:05 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Scottrade TF
- Scottrade NTF
- Ameriprise Financial
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Morgan Stanley TRAK Fund Solution
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- ADP Access Tier 1
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Lincoln Investment
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 1
- ADP Advisor Access 3(21) Tier 3
- ADP Advisor Access Tier 1
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds").
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Yorktown Funds |
| Net Assets | 82.7M |
| YTD Return | -8.03% |
| Yield | 0.41% |
| Morningstar Rating | |
| Inception Date | May 31, 2013 |
Performance & Risk
| YTD Return | -9.86% |
| 5y Average Return | 8.32% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
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