Api Multi-asset is trading at 7.90 as of the 20th of July 2025; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 7.89. Api Multi-asset has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests in securities that, in the advisers opinion, offer the opportunity for current income with limited credit risk. The adviser invests directly in equity or debt securities when the adviser believes attractive investment opportunities exist. More on Api Multi Asset Income
Api Multi Asset Income [AFFIX] is traded in USA and was established 20th of July 2025. Api Multi-asset is listed under Yorktown Funds category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Yorktown Funds family. This fund presently has accumulated 297.18 M in assets under management (AUM) with no minimum investment requirementsApi Multi Asset is currently producing year-to-date (YTD) return of 2.85% with the current yeild of 0.02%, while the total return for the last 3 years was 4.36%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Api Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Api Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Api Multi Asset Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Api Multi Asset Income Mutual Fund Constituents
Api Multi-asset financial ratios help investors to determine whether Api Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Api with respect to the benefits of owning Api Multi-asset security.