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YOVIX
Mutual Fund ticker: NASDAQ
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YOVIX price forecast, quote, news & analysis

Category: @Small Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Cleveland-Cliffs (NYSE:CLF).

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 Institutional MF is 11.21B. The market cap for tickers in the group ranges from 1.85B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is ARCO at 1.85B.

Volume

The average weekly volume growth across all stocks in the Yorktown Small-Cap Institutional MF was 13%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 48%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 45
Price Growth Rating: 59
SMR Rating: 52
Profit Risk Rating: 36
Seasonality Score: 7 (-100 ... +100)
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A.I.Advisor
published price charts
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