YOVAX Mutual Fund
YOVAX Mutual Fund
Yorktown Small Cap Fund Class A
YOVAX Mutual Fund Overview
YOVAX Mutual Fund (Yorktown Small Cap Fund Class A) is managed by Yorktown Funds with $1.9M in net assets. YOVAX expense ratio is 1.60%, holding 97 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-05-09.
YOVAX performance shows a YTD return of 14.63%. The 1-year return is 17.92% and the 5-year return is 6.46%.
YOVAX 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 YOVAX holdings, sector breakdown, or dividend history.
YOVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. YOVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.