About AFGGX
Yorktown Growth Fund Class A is an actively managed mutual fund designed to provide investors with capital appreciation by investing primarily in growth-oriented companies across the globe. The fund takes a flexible approach, targeting opportunities in domestic, international, and emerging markets, and is not constrained by company size or sector, allowing for significant diversification across geographies and industries. Yorktown Growth Fund Class A typically focuses on small- and mid-cap equities, with a portfolio spanning a broad array of industries such as technology, industrials, financial services, and consumer discretionary sectors. The fund’s strategy is managed by Yorktown Management & Research Company, Inc., emphasizing investment in companies that, in the manager’s opinion, demonstrate strong growth potential. With an inception date of July 1, 2004, the fund is recognized for its cost-competitive structure within its peer group and a minimum investment requirement of $1,000. Yorktown Growth Fund Class A plays a core role for investors seeking diversified exposure to global growth equities through a single managed portfolio.
Fund Family Yorktown Funds
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AFGGX
Share Class Class A Shares
Index MSCI World Free TR USD
AFGGX had a total return of 8.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.97%.
