David began his career at Yorktown in April of 2001. As Managing Director, David has been responsible for expanding Yorktown’s product distribution capabilities while also serving as an inside director to the Yorktown Board. In conjunction with his duties as Managing Director, David serves as Portfolio Manager to the Yorktown Funds.
David earned a degree in Multi-Disciplinary studies from Liberty University, focusing on Business & Religion.
As of May 31, 2026 prospectus, Fund total operating expense ratios are: Class A, 2.02%; Class L, 2.76%; Institutional Class, 1.76%. 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, 2026, so that the Fund’s ratio of total annual operating expenses is limited to 1.60% for class A Shares, 2.35% for Class L Shares, and 1.35% for the Institutional Class Shares until at least May 31, 2027. The net annual expense ratio takes into account contractual management fee waivers that are in effect until May 31, 2027.
As of May 31, 2026 prospectus, Fund total operating expense ratios are: Class A, 1.28%; Class L, 2.28%; Institutional Class, 1.28%. 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, 2026, so that the Fund’s ratio of total annual operating expenses is limited to 1.25% for class A Shares, 2.25% for Class L Shares, and 1.25% for the Institutional Class Shares until at least May 31, 2027.
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.
As of May 31, 2026 prospectus, Fund total operating expense ratios are: Class A, 1.00%; Class L, 1.65%; Institutional Class, 1.00%. 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, 2026, so that the Fund’s ratio of total annual operating expenses is limited to 0.79% for class A Shares, 1.44% for Class L Shares, and 0.79% for the Institutional Class Shares until at least May 31, 2027.