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Yorktown Capital Appreciation Instl (AFAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.74+0.11 (+0.45%)
As of 08:00PM EDT. Market open.

Yorktown Capital Appreciation Instl

Lynchburg, VA 24501

2303 Yorktown Ave.

API Funds & Portfolios

800-544-6060
Management information
David D. Basten,Lead manager since 30 July 2004
Mr. David D. Basten is the Yorktown’s Chief Investment Officer and a Portfolio Manager, having served in that capacity since commencement of each Fund’s operations. Mr. David D. Basten is President and Director of the Yorktown, Managing Partner of Waimed Enterprises, LLC and partner of Downtown Enterprises.Mr. David M. Basten has served as Portfolio Manager since 2005.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyYorktown Funds
Net assets10.89M
YTD return22.42%
Yield0.00%
Morningstar rating★
Inception date29 Jun 2004

Fund operations

Last dividend0.04
Last cap gain-51.00
Holdings turnover130.00%
Average for categoryN/A

Fees and expenses

ExpenseAFAAXCategory average
Annual report expense ratio (net)3.07%0.78%
Prospectus net expense ratio3.07%N/A
Prospectus gross expense ratio3.07%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A