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YOVAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
30.71M

YOVAX Yorktown Small-Cap A Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lattice Semiconductor Corp (NASDAQ:LSCC).

Industry description

The investment seeks to achieve long term capital appreciation. 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% of its assets (plus the amount of any borrowings for investment purposes) in small cap companies. The fund may hold up to 15% of its assets in American Depositary Receipts (ADRs). Typically, it invests in approximately 40-60 stocks that pass the fund's Investment Manager's stringent quantitative and fundamental criteria.

Market Cap

The average market capitalization across the Yorktown Small-Cap A MF is 6.05B. The market cap for tickers in the group ranges from 1.43B to 18.22B. LPLA holds the highest valuation in this group at 18.22B. The lowest valued company is PERI at 1.43B.

Volume

The average weekly volume growth across all stocks in the Yorktown Small-Cap A MF was -11%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 51
SMR Rating: 49
Profit Risk Rating: 35
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
API Funds & Portfolios2303 Yorktown Ave.Lynchburg
Phone
800-544-6060
Web
www.apifunds.com
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YOVAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, YOVAX has been closely correlated with VSGAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if YOVAX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To YOVAX
1D Price
Change %
YOVAX100%
+1.57%
VSGAX - YOVAX
89%
Closely correlated
N/A
VSGIX - YOVAX
89%
Closely correlated
N/A
VISGX - YOVAX
89%
Closely correlated
N/A
VEXPX - YOVAX
89%
Closely correlated
N/A
VEXRX - YOVAX
89%
Closely correlated
N/A
More