API Efficient Frontier Value C
American Pension Investors Trust P.O. Box 2529 2303 Yorktown Avenue Lynchburg, VA 245
Map
Phone: 888-933-8274
| Category: | Mid-Cap Blend | | Fund Family: | American Pension Investors | | Net Assets: | 26.57M | | Year-to-Date Return: | -44.33% | | Yield: | 1.33% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Nov-92 |
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David D. Basten
Lead Manager since
02-Nov-92 | | | 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 growth of capital, as well as income. The fund invests in securities, derivatives and other financial instruments that offer the opportunity for growth of capital and income. It may invest in the common stock of U.S. and foreign issuers that are undervalued in relation to the quality of the securities and the long-term earning power of their issuers, regardless of short-term indicators. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements. It is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.14 | | Last Cap Gain
(27-Dec-07):
| 2.16 | | Annual Holdings Turnover
| 74.00% | | Average for Category:
| 91.13% |
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| Expense | YCVTX | Category
Avg | | Total Expense Ratio: | 2.43%
| 1.35% | | Max 12b1 Fee: | 0.90%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 1.00%
| 2.52% | | 3 Yr Expense Projection*: |
$834 | $654 | | 5 Yr Expense Projection*: |
$1,422 | $1,012 | | 10 Yr Expense Projection*: |
$3,013 | $1,941 |
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2.63% Nasdaq 0.00%
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