While each fund has specific objectives, they all share a single goal— to maximize their individual position on the efficient frontier.

API Funds at A Glance

  • Each of our five funds offers a way to invest in a different asset class and style.
  • Each fund is itself broadly diversified to capture characteristics of each different asset class and style.
  • API has reduced the barrier of entry by offering a minimum account size of $1,000 per fund for all Class A and Class L shares, as well as for Institutional shares sold through fee-based platforms.
  • API offers Class L shares that, because there is no front or back-end load, offer investors complete liquidity.
API FUND
(click on fund name
for more information)
CLASS A
NASDAQ SYMBOL/
CUSIP NUMBER
CLASS L
NASDAQ SYMBOL/
CUSIP NUMBER
INST. CLASS
NASDAQ SYMBOL/
CUSIP NUMBER
Short Term Bond Fund APIMX
028837-80-5
AFMMX
028837-83-9
APIBX
028837-78-9
Multi-Asset Fund APIUX
028837-88-8
AFFIX
028837-84-7
APIIX
028837-76-3
Capital Income Fund APIGX
028837-40-9
AFDDX
028837-85-4
AFAAX
028837-86-2
Master Allocation Fund APIFX
00186Q-10-8
APILX
00186Q-20-7
APMAX
028837-75-5
Growth Fund AFGGX
028837-87-0
APITX
028837-10-2
APGRX
028837-81-3

Photo: View Above The Blue Ridge Parkway

Photo: Mabry Mill, Meadows of Dan, VA

Photo: Shenandoah National Park

Photo: Montpelier, Orange, VA

Photo: The Natural Bridge of Virginia

Photo: Appomattox Court House National Park

Photo: Shenandoah National Park

Photo: Shenandoah National Park

API Funds and Portfolios 2303 Yorktown Avenue Lynchburg, VA 24501 434.846.1361 800.544.6060 (toll free)
API Shareholder Services: 888.933.8274

Distributed by Unified Financial Securities, LLC. (Member FINRA)

Check the background of Unified Financial Securities, LLC on FINRA's BrokerCheck.

You should carefully consider the investment objectives, potential risks, management fees, charges and expenses of the Fund before investing. The Fund's prospectus contains this information and other information about the Fund and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-544-6060. Past performance is no guarantee of future results. The investment return and principal amount value of an investment in the Fund will fluctuate so that an investor's shares when redeemed, may be worth more or less than their
original cost.

©2017 API Funds and Portfolios. All rights reserved.