Funds & Performance

Yorktown Funds employ a powerful, time-tested
investment approach across an array of strategies.

FUNDS OVERVIEW

An Introduction to Yorktown Funds

Each Yorktown Fund stays true to its objective while maintaining strategic diversification. Each Fund seeks to deliver superior, consistent returns while managing risk. We invest in what we believe to be superior companies with open-ended opportunities and competitive advantages in each category, while eliminating those that lag. The entire process requires inclusion of new and developing areas of strength in the global market place.

Short Term Bond Fund

as of 12/31/2018 subject to change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Learn More

(Sector Weightings %)

Class A: APIMX, Class L: AFMMX, Class I: APIBX

(Credit Rating Summary %)

Class A: APIMX, Class L: AFMMX, Class I: APIBX

Bond Position: 98.4%

Multi-Asset Income Fund

as of 12/31/2018 subject to change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Learn More

(Asset Allocation %)

Class A: APIUX, Class L: AFFIX, Class I: APIIX

(Fixed Income Breakdown %)

Class A: APIUX, Class L: AFFIX, Class I: APIIX

Growth Fund (Sector Weightings %)

as of 12/31/2018

subject to change . . . . . . . . . . . . . . . . . Learn More

Class A: AFGGX, Class L: APITX, Class I: APGRX

Mid Cap Fund (Sector Weightings %)

as of 12/31/2018

subject to change . . . . . . . . . . . . . . . . . Learn More

Class A: YWBAX, Class L: YWBLX, Class I: YWBIX

Small Cap Fund (Sector Weightings %)

as of 12/31/2018 subject to change . . . . . . . . . . . . . . . . . Learn More

Class A: YOVAX, Class L: YOVLX, Class I: YOVIX

Capital Income Fund (Sector Weightings %)

as of 9/30/2018 subject to change . . . . . . . . . . . . . . . . . Learn More

Class A: APIGX, Class L: AFDDX, Class I: AFAAX

Master Allocation Fund (Funds Weightings %)