• Fund Type: Fund of Funds
  • Objective: Growth Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

American Pension Investors Trust - Efficient Frontier Growth Fund

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APITX:US

12.82 USD 0.15 1.16%

As of 09:29:30 ET on 09/22/2014.

Snapshot for American Pension Investors Trust - Efficient Frontier Growth Fund (APITX)

Year To Date: -1.22% 3-Month: -1.52% 3-Year: +15.70% 52-Week Range: 11.88 - 13.41
1-Month: -0.61% 1-Year: +6.05% 5-Year: +12.57% Beta vs MXWO: 1.00

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  • APITX:US 12.82
  • 1M
  • 1Y
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Fund Profile & Information for APITX

American Pension Investors Trust - Efficient Frontier Growth Fund is an open-end fund incorporated in the USA. The Fund's objective is growth of capital. The Fund invests primarily in shares of open-end and closed-end investment companies and in Standard & Poor's Depositary Receipts, World Equity Benchmark Shares and similar securities that represent interests in a portfolio of common stocks.

Inception Date: 08-07-2006 Telephone: 1-434-846-1361
Managers: DAVID DILLARD BASTEN
Web Site: www.apifunds.com

Fundamentals for APITX

NAV (on 2014-09-22) 12.82
Assets (M) (on 2011-03-31) 43.12
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for APITX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for APITX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 2.45

Top Fund Holdings for APITX

Filing Date: 06/30/2014
Name Position Value % of Total
Fidelity Institutional Money M 1,346,871 1,346,871 1.796%
Zillow Inc 3,000 428,790 0.572%
Shire PLC 1,800 423,882 0.565%
Akorn Inc 12,700 422,275 0.563%
Zebra Technologies Corp 5,100 419,832 0.560%
Palo Alto Networks Inc 5,000 419,250 0.559%
Mobile Mini Inc 8,100 387,909 0.517%
Aalberts Industries NV 12,000 383,760 0.512%
PPG Industries Inc 1,800 378,270 0.504%
Pioneer Energy Services Corp 21,400 375,356 0.500%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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