Yorktown Small-cap Financial Statements From 2010 to 2025
| YOVLX Fund | USD 15.57 0.01 0.06% |
Check Yorktown Small-cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Yorktown Small-cap's main balance sheet or income statement drivers, such as , as well as many indicators such as . Yorktown financial statements analysis is a perfect complement when working with Yorktown Small-cap Valuation or Volatility modules.
Yorktown |
Yorktown Small Cap Fund Mutual Fund Cash Position Weight Analysis
Yorktown Small-cap's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Yorktown Small-cap Cash Position Weight | 16.81 % |
Most of Yorktown Small-cap's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Yorktown Small Cap Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Yorktown Small Cap Fund has 16.81% in Cash Position Weight. This is much higher than that of the Yorktown Funds family and significantly higher than that of the Small Blend category. The cash position weight for all United States funds is notably lower than that of the firm.
Yorktown Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Yorktown Small-cap's current stock value. Our valuation model uses many indicators to compare Yorktown Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Yorktown Small-cap competition to find correlations between indicators driving Yorktown Small-cap's intrinsic value. More Info.Yorktown Small Cap Fund is rated fifth in year to date return among similar funds. It is rated fifth in one year return among similar funds reporting about 2.60 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Yorktown Small-cap's earnings, one of the primary drivers of an investment's value.About Yorktown Small-cap Financial Statements
Yorktown Small-cap investors use historical fundamental indicators, such as Yorktown Small-cap's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Yorktown Small-cap. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Index. Under normal circumstances, it invests at least 80 percent of its assets in small cap companies. The fund may hold up to 15 percent of its assets in American Depositary Receipts . Typically, it invests in approximately 40-60 stocks that pass the funds Investment Managers stringent quantitative and fundamental criteria.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Yorktown Mutual Fund
Yorktown Small-cap financial ratios help investors to determine whether Yorktown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Yorktown with respect to the benefits of owning Yorktown Small-cap security.
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