About APIIX
Yorktown Multi-Sector Bond Fund Class Institutional is an open-end mutual fund focused on delivering current income with limited credit risk. This fund utilizes a multi-sector approach, investing in a globally diversified mix of fixed-income securities, including both investment-grade and non-investment-grade bonds from U.S. and international issuers. Its strategy emphasizes broad credit and sector diversification, aiming to reduce portfolio volatility while tactically managing exposure to various credit qualities and durations. The fund seeks to allocate risk purposefully across segments such as government obligations, corporate bonds, high-yield debt, and foreign securities. By balancing opportunities across different bond markets, the Yorktown Multi-Sector Bond Fund Class Institutional serves investors who prioritize regular income, risk adaptation, and exposure to various fixed-income sectors within a single portfolio. Managed by an experienced team, it fulfills a role as a diversified income solution within institutional and large-scale investment portfolios, distributing income monthly and catering to those needing a disciplined, risk-aware bond allocation strategy.
Fund Family Yorktown Funds
Category Multisector Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol APIIX
Share Class Institutional Class Shares
Index Bloomberg U.S. Aggregate Bond TR
APIIX had a total return of 4.76% in the past year, including dividends.
Since the fund's inception, the average annual return has been 3.70%.
