Yorktown Small Cap Fund Quote

YOVAX Fund  USD 17.24  0.22  1.29%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Yorktown Small is trading at 17.24 as of the 19th of July 2025; that is 1.29% up since the beginning of the trading day. The fund's open price was 17.02. Yorktown Small has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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. Yorktown Small is traded on NASDAQ Exchange in the United States. More on Yorktown Small Cap Fund

Moving together with Yorktown Mutual Fund

  0.99APGRX Api Growth FundPairCorr
  0.99APITX Api Growth FundPairCorr
  0.74APIMX Api Short TermPairCorr
  0.63YOVIX Yorktown Small CapPairCorr

Yorktown Mutual Fund Highlights

Fund ConcentrationYorktown Funds, Large Funds, Small Blend Funds, Small Blend, Yorktown Funds (View all Sectors)
Update Date30th of June 2025
Yorktown Small Cap Fund [YOVAX] is traded in USA and was established 19th of July 2025. Yorktown Small 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 8.42%, while the total return for the last 3 years was 10.49%.
Check Yorktown Small Probability Of Bankruptcy

Instrument Allocation

Top Yorktown Small Cap Fund Mutual Fund Constituents

CIMChimera InvestmentStockFinancials
CHHChoice Hotels InternationalStockConsumer Discretionary
CCChemours CoStockMaterials
CBRLCracker Barrel OldStockConsumer Discretionary
MTHMeritageStockConsumer Discretionary
PNFPPinnacle Financial PartnersStockFinancials
DKDelek EnergyStockEnergy
NVEENV5 GlobalStockIndustrials
More Details

Yorktown Small Cap Risk Profiles

Yorktown Small Against Markets

Other Information on Investing in Yorktown Mutual Fund

Yorktown Small 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 security.
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