Yorktown Growth Fund (APITX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APITX
APITX charges 2.04% annually. There are 245 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | APITX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | APITX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | APITX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | APITX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | APITX vs UCEQX |
Best Risk-Adjusted Alternatives to APITX
APITX has a PortfoliosLab risk / return rank of 25. There are 182 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | APITX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | APITX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | APITX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | APITX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | APITX vs EPSYX |
Top Performing APITX Alternatives (YTD)
APITX is at 13.77% YTD. There are 50 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | APITX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | APITX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | APITX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | APITX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | APITX vs PGVFX |
Lowest Volatility Alternatives to APITX
APITX has 21.61% 1-year volatility. There are 237 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | APITX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | APITX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | APITX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | APITX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | APITX vs SVTAX |
Lowest Drawdown Alternatives to APITX
APITX has a 1-year max drawdown of -11.76%. There are 164 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | APITX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | APITX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | APITX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | APITX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | APITX vs SGMAX |
Other Mutual Funds from Yorktown Funds
The 3 most viewed Yorktown Funds mutual funds shown here include APIMX, APIUX, YOVIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | 50 | 0.16% | — | Jul 1997 | APITX vs APIMX | |
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | 36 | 0.06% | — | Jul 1997 | APITX vs APIUX | |
| Yorktown Small-Cap Fund | Small Cap Growth Equities | 8 | 6.72% | — | May 2016 | APITX vs YOVIX |
Often Compared With APITX
Investors most often compare APITX with VOO, CAEIX, GCCHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare APITX with Any Fund or Stock
Compare APITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APITX with funds that move differently
Yorktown Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APITX.
Explore APITX Diversifiers