AFMMX Mutual Fund
AFMMX Mutual Fund
Yorktown Short Term Bond Fund Class L
AFMMX Mutual Fund Overview
AFMMX Mutual Fund (Yorktown Short Term Bond Fund Class L) is managed by Yorktown Funds with $63.5M in net assets. AFMMX expense ratio is 1.44%, holding 179 positions across sectors including Other, Financials, Industrials. Inception date: 2004-07-01.
AFMMX performance shows a YTD return of -1.71%. The 1-year return is 2.77% and the 5-year return is 1.53%. AFMMX dividend yield stands at 3.34%, paid monthly.
AFMMX top holdings include Fx Forward Contract: USD/GBP Settle 2026-04-27 (2.3%), United States Treasury Note/Bo 4.3750% Mat 11/30/2028 (1.7%), Caterpillar Finc Services (Fxd) Mtn 4.4% Mar 03, 2028 (1.7%), Mcdonald'S Corp 5% 05/17/29 (1.2%), Mars Inc 4.8 03/01/2030 (1.1%). View all AFMMX holdings, sector breakdown, or dividend history.
AFMMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFMMX alternatives are available via the screener, along with tax-loss harvesting opportunities.