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YOVIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Yorktown Small-Cap Institutional (YOVIX) Ownership - Who owns Yorktown Small-Cap Institutional?

The investment seeks to achieve long term capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

YOVIX

Net Assets

31.3M

Fund Existence

about 9 years

Turnover

104.00

Total Expense Ratio

1.38

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.84

Assets in Top Ten Holdings

11.8M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

18.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

87.00

Number of Net Holdings

87.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

23.23%

Gain YTD

10.901

Annual Yield % from dividends

0.00

Returns for 1 year

9.25

Returns for 3 years

26.82

Returns for 5 years

47.23

Returns for 10 years

N/A

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Category SmallBlend

Profile

Fundamentals

Details