| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
3
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#32 in World Stock
U.S. News evaluated 290 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 28.47 percent over the past year, 16.10 percent over the past three years, 2.84 percent over the past five years, and 8.70 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.3% |
| 1 Year | 28.5% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | 2.8% |
| 10 Years (Annualized) | 8.7% |
Summary
The investment seeks growth of capital. The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), 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. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds").
Fees
Fees are High compared to funds in the same category.
API Efficient Frontier Growth Fund Class C has an expense ratio of 1.51 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
