YOVAX Mutual Fund
YOVAX Mutual Fund
NAV$18.47
AUM$2M
TER1.60%
Holdings97
See how much of YOVAX you already own
YOVAX Mutual Fund
NAV$18.47
Yorktown Small Cap Fund Class A
AUM$2M
TER1.60%
Holdings97
See how much of YOVAX you already own
YOVAX Mutual Fund Overlap Analysis
YOVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
YOVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, YOVAX may share significant positions with broad-market funds.
YOVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. YOVAX tax-loss harvesting finds highly correlated but non-identical funds.