Yorktown Growth Fund Class L (APITX)
| Fund Assets | 72.19M |
| Expense Ratio | 2.01% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.11 |
| YTD Return | -11.06% |
| 1-Year Return | -3.79% |
| 5-Year Return | 44.02% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 188 |
| Inception Date | Jun 14, 1985 |
About APITX
APITX was founded on 1985-06-14 and is currently managed by Basten,Basten,East. The Fund's investment strategy focuses on Global with 2.33% total expense ratio. The minimum amount to invest in American Pension Investors Trust: Yorktown Growth Fund; Class L Shares is $1,000 on a standard taxable account. American Pension Investors Trust: Yorktown Growth Fund; Class L Shares seeks growth of capital by investing primarily in shares of open-end and closed-end investment companies ("underlying funds") and index securities, such as SPDRs and WEBS. APITX may also invest up to 35% of its total net assets directly in equity and debt securities of U.S. issuers.
Performance
APITX had a total return of -3.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.49%.
Top 10 Holdings
13.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Huntington Cons. Deposit | n/a | 2.10% |
| Comfort Systems USA, Inc. | FIX | 1.52% |
| The Descartes Systems Group Inc. | DSG | 1.32% |
| CyberArk Software Ltd. | CYBR | 1.27% |
| Pampa Energía S.A. | PAM | 1.20% |
| Axon Enterprise, Inc. | AXON | 1.19% |
| LPL Financial Holdings Inc. | LPLA | 1.18% |
| Tyler Technologies, Inc. | TYL | 1.16% |
| Deutsche Börse AG | DBOEY | 1.11% |
| Raymond James Financial, Inc. | RJF | 1.08% |