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API Efficient Frontier Capital Inc L Fund (AFDDX)

Fund performance review and position details on API Efficient Frontier Capital Inc L Fund (AFDDX)

    Last Trade: $ on , Change: (0%)

API Efficient Frontier Capital Inc L Fund (AFDDX) HighlightAPI Efficient Frontier Capital Inc L Fund (AFDDX) Fund Summary

API Efficient Frontier Capital Inc L Fund (AFDDX) statistics as of May 30, 2016

Category: World Stock
Fund Family: American Pension Investors
Net Asset: $32.67M
Yield: 1.72%
Year-to-Date Return: 3.72%
Morningstar rating: 3

 

API Efficient Frontier Capital Inc L Fund (AFDDX) CostAPI Efficient Frontier Capital Inc L Fund (AFDDX) Cost

API Efficient Frontier Capital Inc L Fund (AFDDX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (World Stock average): 2.16% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 30.00%

 

API Efficient Frontier Capital Inc L Fund (AFDDX) PerformanceAPI Efficient Frontier Capital Inc L Fund (AFDDX) Performance

Most current API Efficient Frontier Capital Inc L Fund (AFDDX) Performance

1-month Performance (World Stock category median performance): 0.79% (0.84%)
3-month Performance (World Stock category median performance): 8.57% (8.61%)
1 Year Performance (World Stock category median performance): -2.86% (-5.49%)
3 Year Performance (World Stock category median performance): 3.62% (5.54%)
5 Year Performance (World Stock category median performance): 4.57% (5.54%)
Number of Years of positive return: 8 years
Number of Years of negative return: 3 years
3 year Alpha (World Stock category average): 3.3 (5.14)
3 year Beta (World Stock category average): 0.7 (0.81)
3 year Sharpe Ratio: 0.39
3 year Treynor: 5.06

API Efficient Frontier Capital Inc L Fund (AFDDX) topholdingTop Stock Holdings in API Efficient Frontier Capital Inc L Fund (AFDDX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
BCE INC.0.95%0.00%
Credit Suisse 10/15/;10/15/18; 0.000000.88%N/A
AT&T Inc.0.76%0.00%
Six Flags Entertainment Corpora0.74%0.00%
Chevron Corporation Common Stoc0.72%0.00%
Verizon Communications Inc. Com0.71%0.00%
Merck & Company, Inc. Common St0.71%0.00%
WisdomTree Europe SmallCap Dividend ETF0.71%N/A
Sysco Corp0.69%0.00%
Intercontinental Hotels Group A0.69%0.00%
*Note: The price change will reset to 0 after the midnight

 

API Efficient Frontier Capital Inc L Fund (AFDDX) Portfolio AllocationAPI Efficient Frontier Capital Inc L Fund (AFDDX) Fund Portfolio Allocation

API Efficient Frontier Capital Inc L Fund (AFDDX) Fund Portfolio Allocation data as of 03/2016

Stock98.11%
Bond0.88%
Cash0.26%
Other0.75%

 

API Efficient Frontier Capital Inc L Fund (AFDDX) CompareCompare with other World Stock category mutual funds

Below are some additional World Stock mutual funds generated out of our database

Fund1 Year3 year5 year
API Efficient Frontier Capital Inc L-2.863.624.57
Harbor Global Growth Instl (HGGAX)-2.668.678.45 Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.327.528.58 Compare
Columbia Select Global Equity A (IGLGX)1.016.585.54 Compare

See top fund managers for World Stock Category Funds

 

API Efficient Frontier Capital Inc L Fund (AFDDX) PerformanceOther Financial Data Web Sites on API Efficient Frontier Capital Inc L Fund (AFDDX)

Addition research sites for API Efficient Frontier Capital Inc L Fund (AFDDX)

 

API Efficient Frontier Capital Inc L Fund (AFDDX) Related ResourcesSee more information on API Efficient Frontier Capital Inc L (AFDDX) Fund

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