YOVLX Mutual Fund
YOVLX Mutual Fund
Yorktown Small Cap Fund Class L
YOVLX Mutual Fund Overview
YOVLX Mutual Fund (Yorktown Small Cap Fund Class L) is managed by Yorktown Funds with $9.7M in net assets. YOVLX expense ratio is 2.35%, holding 97 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-05-09.
YOVLX performance shows a YTD return of 14.24%. The 1-year return is 17.03% and the 5-year return is 5.78%.
YOVLX top holdings include Robinhood Markets Inc (3.5%), Insmed Inc Common Stock (2.6%), Mueller Industries Inc (2.6%), Lpl Financial Holdings Inc (2.4%), Nova Measuring Instruments Ltd. (2.3%). View all YOVLX holdings, sector breakdown, or dividend history.
YOVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. YOVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.