Api Short Term Fund Quote
APIBX Fund | USD 4.14 0.02 0.49% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Api Short is trading at 4.14 as of the 18th of January 2025; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 4.12. Api Short 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 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities that, in the Advisers opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. More on Api Short Term
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Api Mutual Fund Highlights
Fund Concentration | Yorktown Funds, Short-Term Bond Funds, Short-Term Bond, Yorktown Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 31st of May 2023 |
Fiscal Year End | January |
Api Short Term [APIBX] is traded in USA and was established 18th of January 2025. Api Short is listed under Yorktown Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Yorktown Funds family. This fund presently has accumulated 295.94 M in assets under management (AUM) with minimum initial investment of 1000 K. Api Short Term is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.0%, while the total return for the last 3 years was 1.81%.
Check Api Short 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 Short Term 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 Short Term Mutual Fund Constituents
Api Short Term Risk Profiles
Mean Deviation | 0.0942 | |||
Semi Deviation | 0.0955 | |||
Standard Deviation | 0.1617 | |||
Variance | 0.0261 |
Api Short Against Markets
Other Information on Investing in Api Mutual Fund
Api Short 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 Short security.
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