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

25M

Fund Existence

almost 9 years

Turnover

176.00

Total Expense Ratio

1.44

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

1.82

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

14.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

85.00

Number of Net Holdings

85.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.05

Weighting Top Ten Holdings

26.39%

Gain YTD

-8.633

Annual Yield % from dividends

0.00

Returns for 1 year

-5.91

Returns for 3 years

-7.19

Returns for 5 years

49.62

Returns for 10 years

N/A

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General Information

Category SmallBlend

Profile

Fundamentals

Details