Api Growth Fund Quote
| AFGGX Fund | USD 18.43 0.05 0.27% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Api Growth is trading at 18.43 as of the 8th of January 2025; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 18.38. Api Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of December 2024 and ending today, the 8th of January 2025. Click here to learn more.
The fund invests in securities that, in the opinion of Yorktown Management Research Company, Inc. , offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. More on Api Growth Fund
Moving together with Api Mutual Fund
Api Mutual Fund Highlights
| Fund Concentration | Yorktown Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Yorktown Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Api Growth Fund [AFGGX] is traded in USA and was established 8th of January 2025. Api Growth is listed under Yorktown Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Yorktown Funds family. This fund presently has accumulated 72.19 M in assets under management (AUM) with no minimum investment requirementsApi Growth Fund is currently producing year-to-date (YTD) return of 1.65%, while the total return for the last 3 years was -0.26%.
Check Api Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Api Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Api Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Api Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Api Growth Fund Mutual Fund Constituents
| EFX | Equifax | Stock | Industrials | |
| GTN | Gray Television | Stock | Communication Services | |
| CNC | Centene Corp | Stock | Health Care | |
| ENTG | Entegris | Stock | Information Technology | |
| FRCOY | Fast Retailing Co | Pink Sheet | Apparel Retail | |
| LOGN | Logansport Financial Corp | OTC Stock | Financials | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care |
Api Growth Fund Risk Profiles
| Mean Deviation | 0.7239 | |||
| Semi Deviation | 0.9534 | |||
| Standard Deviation | 0.986 | |||
| Variance | 0.9722 |
Api Growth Against Markets
Other Information on Investing in Api Mutual Fund
Api Growth financial ratios help investors to determine whether Api Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Api with respect to the benefits of owning Api Growth security.
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