Yorktown Short Term Bond Fund Class Institutional (APIBX) Research
Under typical market conditions, at least 80% of the fund's portfolio is dedicated to fixed-income instruments. These are carefully selected by the Adviser with the aim of generating current income while simultaneously protecting the principal investment. Furthermore, the portfolio maintains an average maturity of no more than three years across its holdings. It aims to achieve diversification by strategically distributing its capital across diverse segments of the fixed-income landscape. The primary focus of its investments is high-quality, investment-grade debt instruments from a range of issuers.
Market snapshot
- Symbol
- APIBX
- Price
- $4.20
- Day change
- +0.24%
- Market cap
- $177.4M
- 52-week range
- 4.17-4.25
- Sector
- Financial Services
- Industry
- Asset Management - Bonds
Peer companies
- Western Asset Global High Income Fund Inc. (EHI)
- Flaherty & Crumrine Total Return Fund Inc. (FLC)
- Meeder Moderate Allocation Retail (FLDOX)
- Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
- Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX)
- Steward Select Bond Fund - Class A (SEAKX)
- Guggenheim High Yield P (SIHPX)
- Spectrum Low Volatility Fund Investor Class (SVARX)
Open Yorktown Short Term Bond Fund Class Institutional (APIBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.