YOVLX : Yorktown Small-Cap Fund Class L

YOVLX is a US Stocks Market Small Growth with HIGH fees.

YOVLX

Yorktown Small-Cap Fund Class L

FI Score

10 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

10% FI Score
  • yovlx
  • Mutual Fund
  • US Stocks
  • Small Growth

Yorktown Small-Cap Fund Class L

Expenses: 2.15% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

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 Growth 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 Investment Manager's stringent quantitative and fundamental criteria.

Largest Holdings

Amount Holding
5.37% Wingstop Inc
4.58% AudioCodes Ltd
4.53% Morningstar Inc
4.47% Fabrinet
4.04% Repligen Corp
3.76% Choice Hotels International Inc
3.69% TechTarget Inc
3.52% Chesapeake Utilities Corp
3.52% Novanta Inc
3.00% NV5 Global Inc
2.98% Mueller Industries Inc
2.87% Paycom Software Inc
2.62% FTI Consulting Inc
2.52% First American Financial Corp
2.46% Evertec Inc
2.29% NeoGenomics Inc
2.24% Lithia Motors Inc Class A
2.18% America's Car-Mart Inc
2.13% Sinovac Biotech Ltd
2.08% Meritage Homes Corp
2.03% Federated Hermes Inc Class B
1.99% Shake Shack Inc A
1.98% Douglas Dynamics Inc
1.95% Viavi Solutions Inc
1.89% Getty Realty Corp

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