YOVIX Mutual Fund
YOVIX Mutual Fund
YOVIX Mutual Fund
Yorktown Small Cap Fund Institutional Share Class
YOVIX Mutual Fund Overview
YOVIX Mutual Fund (Yorktown Small Cap Fund Institutional Share Class) is managed by Yorktown Funds with $23.7M in net assets. YOVIX expense ratio is 1.35%, holding 97 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.
YOVIX performance shows a YTD return of 6.72%. The 1-year return is 7.16% and the 5-year return is 2.45%.
YOVIX top holdings include Aitc-Bank Deposit-4699-354 (2.5%), Ionq, Inc. Pipe (2.4%), Guardant Health, Inc (2.1%), Acm Research Inc (1.9%), Mueller Industries Inc (1.7%). 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.