APIBX Mutual Fund
APIBX Mutual Fund
Yorktown Short Term Bond Fund Institutional Share Class
APIBX Mutual Fund Overview
APIBX Mutual Fund (Yorktown Short Term Bond Fund Institutional Share Class) is managed by Yorktown Funds with $103.9M in net assets. APIBX expense ratio is 0.79%, holding 179 positions across sectors including Other, Financials, Industrials. Inception date: 2013-05-31.
APIBX performance shows a YTD return of -1.65%. The 1-year return is 3.56% and the 5-year return is 2.19%. APIBX dividend yield stands at 3.28%, paid monthly.
APIBX top holdings include Fnma/Fhlg Tba Issuer (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%), Nstar Electric Co 4.85% Mar 01, 2030 (1.1%). View all APIBX holdings, sector breakdown, or dividend history.
APIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.