YOVIX Mutual Fund

YOVIX Mutual Fund (Yorktown Small Cap Fund Institutional Share Class) is managed by Yorktown Funds with $16.7M in net assets. YOVIX expense ratio is 1.35%, holding 93 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.

YOVIX performance shows a YTD return of -6.59%. The 1-year return is -10.65% and the 5-year return is -1.34%.

YOVIX top holdings include Guardant Health, Inc (4.0%), Acm Research Inc (2.7%), Palo Alto Networks Inc. (2.3%), Chefs' Warehouse, Inc. (2.2%), Ionq, Inc. Pipe (2.1%). Go to all YOVIX holdings, YOVIX sectors, or YOVIX dividends.

YOVIX can be compared against other funds. Use YOVIX overlap to find shared positions, or YOVIX vs another fund for a side-by-side view. YOVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.