Yorktown Short-Term Bond FdAPIMX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$176.5M
Expense ratio
0.79%
1-year return
-20.8%
3 years, a year
-20.5%
5 years, a year
-22.4%
Holdings
175
What it aims to do.
Investment Objective The Funds investment objective is to seek income consistent with the preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 3.60% |
| United States Of America - Bureau Of The Public Debt | 1.72% |
| Caterpillar Financial Services Corp | 1.71% |
| Mcdonald's Corp | 1.16% |
| Nstar Electric Company | 1.15% |
| Mars Inc | 1.15% |
| HSBC Hsbc Holdings Plc | 1.14% |
| GS Goldman Sachs Group Inc (The) | 1.14% |
| Federal Farm Credit Banks Funding Corp | 1.13% |
| WMT Walmart Inc | 1.13% |
More on APIMX.
- APIMX overview
- APIMX holdings
- APIMX risk
- APIMX costs
- APIMX money in and out
- APIMX share classes
- Compare APIMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.