Yorktown Small Cap Fund Quote
| YOVAX Fund | USD 14.48 0.28 1.90% |
PerformanceVery Weak
| Odds Of DistressLow
|
Yorktown Small-cap is trading at 14.48 as of the 14th of March 2025; that is 1.9% down since the beginning of the trading day. The fund's open price was 14.76. Yorktown Small-cap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
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. More on Yorktown Small Cap Fund
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Yorktown Mutual Fund Highlights
| Fund Concentration | Yorktown Funds, Large Funds, Small Blend Funds, Small Blend, Yorktown Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Yorktown Small Cap Fund [YOVAX] is traded in USA and was established 14th of March 2025. Yorktown Small-cap is listed under Yorktown Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Yorktown Funds family. This fund at this time has accumulated 29.23 M in net assets with no minimum investment requirementsYorktown Small Cap is currently producing year-to-date (YTD) return of 1.29%, while the total return for the last 3 years was 1.2%.
Check Yorktown Small-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Yorktown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Yorktown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Yorktown Small Cap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Yorktown Small Cap Fund Mutual Fund Constituents
| PERI | Perion Network | Stock | Communication Services | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| NVEE | NV5 Global | Stock | Industrials | |
| PLUG | Plug Power | Stock | Industrials | |
| NEO | NeoGenomics | Stock | Health Care | |
| MATX | Matson Inc | Stock | Industrials | |
| NTLA | Intellia Therapeutics | Stock | Health Care |
Yorktown Small Cap Risk Profiles
| Mean Deviation | 0.988 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.62 | |||
| Risk Adjusted Performance | (0.13) |
Yorktown Small-cap Against Markets
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |