YOVLX Mutual Fund
YOVLX Mutual Fund
YOVLX Mutual Fund
Yorktown Small Cap Fund Class L
YOVLX Mutual Fund Overview
YOVLX Mutual Fund (Yorktown Small Cap Fund Class L) is managed by Yorktown Funds with $9.3M in net assets. YOVLX expense ratio is 2.35%, holding 97 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.
YOVLX performance shows a YTD return of 6.09%. The 1-year return is 6.09% and the 5-year return is 1.43%.
YOVLX 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 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.