APIMX Mutual Fund
APIMX Mutual Fund
Yorktown Short Term Bond Fund Class A
APIMX Mutual Fund Overview
APIMX Mutual Fund (Yorktown Short Term Bond Fund Class A) is managed by Yorktown Funds with $6.1M in net assets. APIMX expense ratio is 0.79%, holding 179 positions across sectors including Other, Financials, Industrials. Inception date: 1997-07-02.
APIMX performance shows a YTD return of -1.78%. The 1-year return is 3.57% and the 5-year return is 2.20%. APIMX dividend yield stands at 3.53%, paid monthly.
APIMX top holdings include EUR/USD Forward (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 APIMX holdings, sector breakdown, or dividend history.
APIMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.