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Fund holdings profileCurrent N-PORT coverage

YORKTOWN SHORT-TERM BOND FD

As of April 1, 2026Source: SEC Form N-PORT, CIK 764859
Latest answer
As of the reporting period ending January 31, 2026, YORKTOWN SHORT-TERM BOND FD reported 106 structured-finance (asset-backed) positions totaling $84.9M, 39.7% of its $214.0M SEC Form N-PORT portfolio.
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YORKTOWN SHORT-TERM BOND FD: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending January 31, 2026, YORKTOWN SHORT-TERM BOND FD reported 106 structured-finance (asset-backed) positions totaling $84.9M, 39.7% of its $214.0M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 764859)Reporting period ending January 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does YORKTOWN SHORT-TERM BOND FD hold?

YORKTOWN SHORT-TERM BOND FD reported 106 structured-finance (asset-backed) positions totaling $84.9M, 39.7% of its $214.0M portfolio, as of the reporting period ending January 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 63 positions ($58.2M, 27.2%); collateralized bond/debt obligations (ABS-CBDO): 8 positions ($6.7M, 3.2%); other asset-backed securities (ABS-O): 35 positions ($19.9M, 9.3%).

What is YORKTOWN SHORT-TERM BOND FD's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

YORKTOWN SHORT-TERM BOND FD's structured-finance (ABS/MBS) exposure is $84.9M across 106 positions, or 39.7% of the $214.0M portfolio, as of the reporting period ending January 31, 2026.

As of when is YORKTOWN SHORT-TERM BOND FD's structured-finance holdings data reported?

This reflects YORKTOWN SHORT-TERM BOND FD's most recent SEC Form N-PORT filing, filed April 1, 2026, covering the reporting period ending January 31, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get YORKTOWN SHORT-TERM BOND FD's structured-finance holdings data?

YORKTOWN SHORT-TERM BOND FD's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 764859) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track YORKTOWN SHORT-TERM BOND FD's latest news, products, partnerships, or leadership changes?

No. DealCharts covers YORKTOWN SHORT-TERM BOND FD's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameYORKTOWN SHORT-TERM BOND FD
Fund LEI
549300H7N8U0NAR4WA07
CIK764859
Fund ID
S000008426

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$213,972,464
Total Positions
219
Average Position Size
$977,043

Asset Distribution

Filing Date
April 1, 2026
Report Date
January 31, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 219 total holdings, or open the complete machine-readable file.
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Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects YORKTOWN SHORT-TERM BOND FD's most recent SEC Form N-PORT filing, dated April 1, 2026, covering the reporting period ending January 31, 2026.

YORKTOWN SHORT-TERM BOND FD reported 219 portfolio positions with a total reported market value of $214.0M as of the reporting period ending January 31, 2026, an average of $977.0K per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (58.4% of holdings).

The largest reported asset categories were debt (58.4%), mortgage-backed securities (ABS-MBS) (27.2%), and other asset-backed securities (ABS-O) (9.3%).

The single largest asset category, debt, accounted for 58.4% of reported market value across 112 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
April 1, 2026
Report period
January 31, 2026
SEC CIK
764859
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "YORKTOWN SHORT-TERM BOND FD",
  "fund_lei": "549300H7N8U0NAR4WA07",
  "total_holdings": 219,
  "total_value": 213972463.66,
  "asset_types": [],
  "filing_date": "2026-04-01"
}
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