YOVIX Yorktown Small-Cap Institutional Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Yorktown Small-Cap Institutional MF is 8.43B. The market cap for tickers in the group ranges from 1.72B to 18.37B. SMCI holds the highest valuation in this group at 18.37B. The lowest valued company is ARCO at 1.72B.

The average weekly volume growth across all stocks in the Yorktown Small-Cap Institutional MF was -53%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -23%