PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Yorktown Small-Cap Fund (YOVIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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 Investment Manager's stringent quantitative and fundamental criteria.

Looking to diversify beyond YOVIX? The mutual funds below have the lowest correlation with YOVIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from YOVIX.

Best Diversifiers for YOVIX

1 mutual funds have low correlation with YOVIX (below 0.3), 0 of which are negatively correlated. The least correlated is Yorktown Short Term Bond Fund (APIMX) (Short-Term Bond) with a 1Y correlation of 0.27, up from 0.10 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
APIMX
Yorktown Short Term Bond Fund0.270.150.10
65
Short-Term BondYOVIX vs APIMX
QISGX
Federated Hermes MDT Small Cap Growth Fund0.340.610.76
72
Small Cap Growth EquitiesYOVIX vs QISGX
APIUX
Yorktown Multi-Sector Bond Fund0.510.320.29
54
Multisector BondsYOVIX vs APIUX
OBMCX
Oberweis Micro Cap Fund0.810.870.89
91
Small Cap Growth EquitiesYOVIX vs OBMCX
NESGX
Needham Small Cap Growth Fund0.820.840.84
95
Small Cap Growth EquitiesYOVIX vs NESGX
See all 17 diversifiers for YOVIX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements YOVIX

Add YOVIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with YOVIX