YOVIX Mutual Fund (Yorktown Small Cap Fund Institutional Share Class) is managed by Yorktown Funds with $24.2M in net assets. YOVIX expense ratio is 1.35%, holding 97 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-05-09.

YOVIX performance shows a YTD return of 14.83%. The 1-year return is 18.26% and the 5-year return is 4.31%.

YOVIX 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 YOVIX holdings, sector breakdown, or dividend history.

YOVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. YOVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.