Yorktown Short Term Bond Fund Class L (AFMMX)
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Yorktown Short Term Bond Fund Class L Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is designed for investors looking for income opportunities while aiming to preserve capital. It operates under the principle of allocating at least 80% of its assets towards fixed income securities that are believed by the Adviser to offer viable income opportunities without compromising the safety of the capital invested. This strategic approach targets an average aggregate maturity of up to three years, underlining the fund's conservative posture towards investment duration and associated risks. By seeking diversification across various segments of the fixed income markets, the fund aims to mitigate specific risks and enhance the potential for returns, adhering to a principle of investing primarily in investment-grade debt securities. The fund's approach reflects a commitment to capital preservation while endeavoring to generate income, catering to investors who prioritize safety alongside returns in their investment choices.
Products and Services
- Fixed Income Securities Investments:
The fund dedicates at least 80% of its assets to investments in fixed income securities deemed by the Adviser to have potential for income generation and capital preservation. These securities encompass a broad range of fixed income instruments, aiming to produce income while maintaining a safety net for the invested capital.
- Short Duration Portfolio Strategy:
With an average aggregate maturity not exceeding three years, the fund implements a short-duration portfolio strategy. This strategy is designed to reduce exposure to interest rate risks, making it an appealing option for conservative investors mindful of market volatility and seeking steadier returns.
- Diversified Fixed Income Allocation:
Investing across various areas of the fixed income markets allows the fund to diversify its holdings. Such diversification is crucial for mitigating risk and enhancing potential returns, as it balances the investment across different sectors and types of debt securities. The focus is primarily on investment-grade debt securities, which are believed to offer a solid balance of risk and return.
