Yorktown Small-Cap Fund Class A
YOVAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Yorktown Funds
Manager/Tenure
(Years)
(Years)
David D. Basten (1), David M. Basten (1), Brentz East (1)
Website
Address
Yorktown Funds
Lynchburg VA - 24501
Lynchburg VA - 24501
Country
United States
Phone Number
800-544-6060
Investment Strategy
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.