Yorktown Mid Cap Fund Financials

We strongly advise to harness Yorktown Mid Cap fundamental analysis to find out if markets are presently mispricing the fund. Specifically this technique allows you to validate available financial indicators of Yorktown Mid Cap as well as the relationship between them. We were able to collect and analyze data for seven available indicators for Yorktown Mid Cap, which can be compared to its rivals.
  
Please note that past performance is not an indicator of the future performance of Yorktown Mid-cap, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Yorktown Mid-cap Fund Summary

Yorktown Mid-cap competes with Yorktown Small-cap, Yorktown Small-cap, Yorktown Small-cap, and Prudential Jennison. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. Yorktown Mid is traded on BATS Exchange in USA.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressAPI Funds Portfolios
Mutual Fund FamilyYorktown Funds
Mutual Fund CategoryMid-Cap Blend
BenchmarkNYSE Composite
Phone800 544 6060
CurrencyUSD - US Dollar
You should never invest in Yorktown Mid Cap Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Yorktown Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Yorktown Mid-cap's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.

Yorktown Mid-cap Key Financial Ratios

Generally speaking, Yorktown Mid-cap's financial ratios allow both analysts and investors to convert raw data from Yorktown Mid-cap's financial statements into concise, actionable information that can be used to evaluate the performance of Yorktown Mid-cap over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Yorktown Mid Cap reports annually and quarterly.

Yorktown Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Yorktown Mid-cap's current stock value. Our valuation model uses many indicators to compare Yorktown Mid-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Yorktown Mid-cap competition to find correlations between indicators driving Yorktown Mid-cap's intrinsic value. More Info.
Yorktown Mid Cap Fund is rated below average in net asset among similar funds. It is rated fourth in minimum initial investment among similar funds making about  0.53  of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Yorktown Mid Cap Fund is roughly  1.88 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Yorktown Mid-cap by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Yorktown Mid-cap's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Yorktown Mid-cap's earnings, one of the primary drivers of an investment's value.
Yorktown Mid Cap Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Blend category is currently estimated at about 590.08 Million. Yorktown Mid-cap adds roughly 1.88 Million in net asset claiming only tiny portion of funds under Mid-Cap Blend category.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.

Other Consideration for investing in Yorktown Mutual Fund

If you are still planning to invest in Yorktown Mid Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Yorktown Mid-cap's history and understand the potential risks before investing.
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