Yorktown Funds
Financial ServicesVirginia, United States2-10 Employees
We seek to instill investor confidence by investing through highly diversified strategies that seek to provide stable, solid returns. We employ a center-of-the-market approach to building portfolios, featuring: • A focus on cross-section of capitalizations, styles, and geographies • An avoidance of overweight stakes in any one position Founded by David D. Basten in 1985—and still founder led today—our firm is: • 100% employee and family owned • Performance driven and risk aware • Committed to the highest ethical standards • Proud of our reputation for integrity, hard work, and the quality of our research, services, and results Let’s talk: info@yorktownfunds.com (434) 846-1361 | (800) 544-6060 IMPORTANT DISCLOSURES YOU SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, POTENTIAL RISKS, MANAGEMENT FEES, AND CHARGES AND EXPENSES OF THE FUND BEFORE INVESTING. THE FUND’S PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE FUND AND SHOULD BE READ CAREFULLY BEFORE INVESTING. YOU MAY OBTAIN A CURRENT COPY OF THE FUND’S PROSPECTUS BY CALLING 800-544-6060. Performance Information Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There is no guarantee that this, or any, investing strategy will be successful. Yorktown Funds are distributed by Ultimus Fund Distributors, LLC (member FINRA (www.finra.org)/SIPC (www.sipc.org)). Yorktown Funds and Ultimus Fund Distributors, LLC are not affiliated. Check the background of Ultimus Fund Distributors, LLC on FINRA’s BrokerCheck: brokercheck.finra.org. ……….. Third-party posts to this site do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy.
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