API Efficient Frontier Capital Inc C
American Pension Investors Trust P.O. Box 2529 2303 Yorktown Avenue Lynchburg, VA 245
Map
Phone: 888-933-8274
| Category: | World Stock | | Fund Family: | American Pension Investors | | Net Assets: | 13.44M | | Year-to-Date Return: | -36.45% | | Yield: | 3.15% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-04 |
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David D. Basten
Lead Manager since
01-Jul-04 | | | Basten is president and director of the Yorktown Management and Research Company, Inc., vice president of The Travel Center of Virginia, Inc., partner of The Rivermont Company and partner of Downtown Enterprises. He has also served as president and director of Yorktown Distributors, Inc. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks hight current income, as well as growth of capital and income. The fund invests in securities, derivatives and other financial instruments that offer the opportunity for high current income or growth of capital and income. It may invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements; securities issued by underlying funds that seek to achieve an objective of total return equity securities. |
| Last Dividend
(27-Dec-07):
| 0.47 | | Last Cap Gain
(27-Dec-07):
| 1.39 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 63.66% |
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| Expense | AFDDX | Category
Avg | | Total Expense Ratio: | 2.44%
| 1.54% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 1.00%
| 2.61% | | 3 Yr Expense Projection*: |
$889 | $685 | | 5 Yr Expense Projection*: |
$1,513 | $1,077 | | 10 Yr Expense Projection*: |
$3,191 | $2,132 |
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1.83% Nasdaq 0.00%
0.03 (0.26%) 
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