Time-Tested Mutual Funds

Yorktown Funds is an independent asset management firm with a singular purpose: to help clients navigate their financial futures.

Featured Mutual Funds

Bond

A portfolio focused on preserving capital while seeking income consistent with that objective.

Equity

A portfolio that seeks long-term capital appreciation by investing in U.S., non-U.S., and emerging market growth companies, regardless of market capitalization or sector.

Bond

A globally diversified portfolio that seeks a high level of current income with limited credit risk.

Equity

A portfolio that seeks long-term capital appreciation by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Growth Index.

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Access to Portfolio Managers

We champion direct communications between advisors and our portfolio managers. We understand that our portfolio managers’ expertise is of utmost value to you and your clients.

Honest and Transparent Dialogue

We know that frank, honest discussions build trust. Because our firm is employee-owned, team members have a long-term, relationship-driven focus. 

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Superior Support

We are here to provide the support you need. Reach out and we will do everything we can to make your experience an excellent one.

A desert
High Yield Outlook
“When the waterholes were dry, people sought to drink at the mirage.”  -Evelyn Waugh
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Who Needs a Summer Vacation?
“No man needs a vacation so much as the man who has just had one.”  -Elbert Hubbard
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In The Market For Some Friends
“Life’s a bit like mountaineering – never look down.”  -Sir Edmund Hillary

Annual Operating Expenses

Per the most recent prospectus, (1) Fund total operating expense ratios are: Class A, 2.18%; Class L, 2.93%; Institutional Class, 1.82% and (2) Fund net annual operating expense ratios are: Class A, 1.69%, Class L, 2.44%, Institutional Class, 1.44%. The net annual expense ratio takes into account contractual management fee waivers that are in effect until May 31, 2025.

Annual Operating Expenses

As of the May 31, 2024 prospectus, Fund total operating expense ratios are: Class A, 1.39%; Class L, 2.39%; Institutional Class, 1.39%. In the interest of limiting expenses of the Fund, the Adviser has entered into a contractual expense limitation agreement with the Trust, effective May 31, 2024, so that the Fund’s ratio of total annual operating expenses is limited to 0.99% for Class A Shares, 1.99% for Class L Shares, and 0.99% for Institutional Class Shares until at least May 31, 2025.

Annual Operating Expenses

Per the most recent prospectus, Fund total operating expense ratios are: Class A, 2.68%; Class L, 3.43%; Institutional Class, 2.43%. The Fund does not use fee waivers at this time.

Annual Operating Expenses

Per the most current prospectus, (1) Fund total operating expense ratios are: Class A, 0.96%; Class L, 1.61%; Institutional Class, 0.96% until at least May 31, 2025. (2) In addition, the Adviser has entered into a contractual expense limitation agreement with the Trust so that the Fund’s ratio of total annual operating expenses are limited to 0.79% for Class A shares and Institutional Class shares and 1.44% for Class L Shares until at least May 31, 2025.