Yorktown Short Term Bond Fund Class Institutional (APIBX)

Overview

The fund is designed for investors looking for income generation while prioritizing capital preservation. With a strategic focus on fixed income securities, the fund seeks to capitalize on opportunities that comply with its investment philosophy. By maintaining an average aggregate maturity of not more than three years, it aims to manage interest rate risk and provide a stable income stream to its investors. Diversification across various sectors of the fixed income markets is a cornerstone of the fund's strategy, aiming to spread risk and optimize returns.

Products and Services

• Fixed Income Securities

  At the core of its investment strategy, the fund invests primarily in fixed income securities that are deemed by the Adviser to have potential for income generation consistent with the goal of capital preservation. This includes investment grade debt securities across a range of maturities, focusing on maintaining an average portfolio maturity of not more than three years.

• Investment Grade Debt Securities

  Highlighting a focus on quality, the fund invests in debt securities that are rated investment grade. This strategy not only aims at reducing credit risk but also seeks to ensure a reliable income stream. Investment grade securities include bonds and other debt instruments that are rated BBB- or higher by standard credit rating agencies.

• Diversification in Fixed Income Markets

  To manage risk and potentially enhance returns, the fund strategically allocates investments across different areas of the fixed income markets. This diversification strategy encompasses a variety of sectors, credit qualities, and geographies within the realm of investment grade fixed income securities, thereby aiming to mitigate the impact of adverse movements in any single market or sector.