APIIX – Yorktown Bond Fund Instl Investment Strategy | Morningstar

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Strategy

The investment seeks current income with limited credit risk. The fund invests in securities that, in the adviser's opinion, offer the opportunity for current income with limited credit risk. The adviser invests directly in equity or debt securities when the adviser believes attractive investment opportunities exist. The adviser may sell a security or redeem shares of an underlying fund given a variety of circumstances.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
APIIX	Yorktown Bond Fund Class Institutional	Institutional	Open			Apr 1, 2010	$223.45M	0.660%	High	$1M	−$18.39M
APIUX	Yorktown Bond Fund Class A	Front Load	Open			Jul 2, 1997	$17.48M	1.160%	High	$1,000	−$2.77M
AFFIX	Yorktown Bond Fund Class L	Level Load	Open			Jul 1, 2004	$90.95M	1.660%	High	$1,000	−$11.65M
AFFCX	Yorktown Bond Fund Class C	Level Load	Open			May 6, 2016	$589,026.00	1.660%	High	$1,000	−$1.05M

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