YOVIX Mutual Fund

YOVIX Mutual Fund (Yorktown Small Cap Fund Institutional Share Class) is managed by Yorktown Funds with $25.3M 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 Robinhood Markets Inc - A (3.5%), Insmed Inc (2.6%), Mueller Industries Inc (2.6%), Lpl Holdings (2.4%), Nova Measuring Instruments Ltd. (2.3%). 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.