Api Growth Fund Quote
| APITX Fund | USD 11.66 0.08 0.69% |
PerformanceVery Weak
| Odds Of DistressLow
|
Api Growth is trading at 11.66 as of the 14th of March 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 11.58. Api Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of December 2024 and ending today, the 14th of March 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
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Moving against Api Mutual Fund
Api Mutual Fund Highlights
| Fund Concentration | Yorktown Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Yorktown Funds, Large, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Api Growth Fund [APITX] is traded in USA and was established 14th of March 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 3.82%, while the total return for the last 3 years was 3.55%.
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
| WNS | WNS Holdings | Stock | Industrials | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| BMA | Banco Macro SA | Stock | Financials | |
| MRCY | Mercury Systems | Stock | Industrials | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| SOMLY | Secom Co Ltd | Pink Sheet | Security & Protection Services | |
| NTDOY | Nintendo Co ADR | Pink Sheet | Communication Services | |
| CMC | Commercial Metals | Stock | Materials |
Api Growth Fund Risk Profiles
| Mean Deviation | 0.9245 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 | |||
| Risk Adjusted Performance | (0.16) |
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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