YOVLX Mutual Fund

YOVLX Mutual Fund (Yorktown Small Cap Fund Class L) is managed by Yorktown Funds with $8.2M in net assets. YOVLX expense ratio is 2.35%, holding 93 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.

YOVLX performance shows a YTD return of -7.40%. The 1-year return is -11.56% and the 5-year return is -2.32%.

YOVLX 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 YOVLX holdings, YOVLX sectors, or YOVLX dividends.

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