Yorktown Small Cap Fund Quote

YOVAX Fund  USD 15.94  0.21  1.34%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Yorktown Small-cap is trading at 15.94 as of the 28th of March 2024; that is 1.34 percent increase since the beginning of the trading day. The fund's open price was 15.73. Yorktown Small-cap has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Yorktown Small Cap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
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 percent of its assets in small cap companies. More on Yorktown Small Cap Fund

Moving together with Yorktown Mutual Fund

  0.74USG USCF Gold Strategy Symbol ChangePairCorr
  0.82AFFIX Api Multi-asset IncomePairCorr
  0.82AFFCX Api Multi-asset IncomePairCorr
  0.9AFGGX Api Growth FundPairCorr
  0.66AFMMX Api Short TermPairCorr
  0.96APGRX Api Growth FundPairCorr
  0.8APIBX Api Short TermPairCorr

Yorktown Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Yorktown Small-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Yorktown Small-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationYorktown Funds, Large Funds, Small Blend Funds, Small Blend, Yorktown Funds (View all Sectors)
Update Date31st of March 2024
Yorktown Small Cap Fund [YOVAX] is traded in USA and was established 28th of March 2024. Yorktown Small-cap is listed under Yorktown Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Yorktown Funds family. This fund at this time has accumulated 29.23 M in net assets with no minimum investment requirementsYorktown Small-cap Fund is currently producing year-to-date (YTD) return of 6.86% with the current yeild of 0.0%, while the total return for the last 3 years was 0.43%.
Check Yorktown Small-cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Yorktown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Yorktown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Yorktown Small Cap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Yorktown Small Cap Fund Mutual Fund Constituents

PNFPPinnacle Financial PartnersStockFinancials
LADLithia MotorsStockConsumer Discretionary
TTGTTechTargetStockCommunication Services
NEONeoGenomicsStockHealth Care
BJBJs Wholesale ClubStockConsumer Staples
CHHChoice Hotels InternationalStockConsumer Discretionary
MLIMueller IndustriesStockIndustrials
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Yorktown Small-cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Yorktown Small-cap jumping above the current price in 90 days from now is under 4%. The Yorktown Small Cap Fund probability density function shows the probability of Yorktown Small-cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Yorktown Small Cap Fund has a beta of -0.1278. This entails as returns on benchmark increase, returns on holding Yorktown Small-cap are expected to decrease at a much lower rate. During the bear market, however, Yorktown Small Cap Fund is likely to outperform the market. Additionally, yorktown Small Cap Fund has an alpha of 0.1403, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 15.94HorizonTargetOdds Above 15.94
96.92%90 days
 15.94 
3.02%
Based on a normal probability distribution, the odds of Yorktown Small-cap to move above the current price in 90 days from now is under 4 (This Yorktown Small Cap Fund probability density function shows the probability of Yorktown Mutual Fund to fall within a particular range of prices over 90 days) .

Yorktown Small-cap Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Yorktown Small-cap market risk premium is the additional return an investor will receive from holding Yorktown Small-cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Yorktown Small-cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Yorktown Small-cap's alpha and beta are two of the key measurements used to evaluate Yorktown Small-cap's performance over the market, the standard measures of volatility play an important role as well.

Yorktown Small-cap Against Markets

Picking the right benchmark for Yorktown Small-cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Yorktown Small-cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Yorktown Small-cap is critical whether you are bullish or bearish towards Yorktown Small Cap Fund at a given time. Please also check how Yorktown Small-cap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Yorktown Small-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Yorktown Mutual Fund?

Before investing in Yorktown Small-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Yorktown Small-cap. To buy Yorktown Small-cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Yorktown Small-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Yorktown Small-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Yorktown Small Cap Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Yorktown Small Cap Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Yorktown Small Cap Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Yorktown Small Cap Fund?

The danger of trading Yorktown Small Cap Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Yorktown Small-cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Yorktown Small-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Yorktown Small-cap Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Yorktown Small Cap Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Yorktown Small-cap Fund information on this page should be used as a complementary analysis to other Yorktown Small-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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When running Yorktown Small-cap's price analysis, check to measure Yorktown Small-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Yorktown Small-cap is operating at the current time. Most of Yorktown Small-cap's value examination focuses on studying past and present price action to predict the probability of Yorktown Small-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Yorktown Small-cap's price. Additionally, you may evaluate how the addition of Yorktown Small-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Yorktown Small-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Yorktown Small-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Yorktown Small-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.