Yorktown Small Cap Fund Quote

YOVLX Fund  USD 15.58  0.03  0.19%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Yorktown Small-cap is trading at 15.58 as of the 22nd of January 2025; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 15.55. Yorktown Small-cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 22nd of January 2025. Click here to learn more.
The investment seeks to achieve long term capital appreciation. Yorktown Small is traded on NASDAQ Exchange in the United States. More on Yorktown Small Cap Fund

Moving together with Yorktown Mutual Fund

  0.98VSMAX Vanguard Small CapPairCorr
  0.98VSCIX Vanguard Small CapPairCorr
  0.98VSCPX Vanguard Small CapPairCorr
  0.98NAESX Vanguard Small CapPairCorr
  0.83FSSNX Fidelity Small CapPairCorr
  0.98DFSTX Us Small CapPairCorr

Yorktown Mutual Fund Highlights

Fund ConcentrationSmall Blend, Yorktown Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of May 2023
Fiscal Year EndJanuary
Yorktown Small Cap Fund [YOVLX] is traded in USA and was established 22nd of January 2025. 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 5.51%, while the total return for the last 3 years was -0.2%.
Check Yorktown Small-cap Probability Of Bankruptcy

Instrument Allocation

Top Yorktown Small Cap Fund Mutual Fund Constituents

CLFCleveland CliffsStockMaterials
AUDCAudioCodesStockInformation Technology
FNFabrinetStockInformation Technology
CHHChoice Hotels InternationalStockConsumer Discretionary
PERIPerion NetworkStockCommunication Services
PAYCPaycom SoftStockInformation Technology
INGNInogen IncStockHealth Care
CPKChesapeake UtilitiesStockUtilities
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Yorktown Small Cap Risk Profiles

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.
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