Yorktown Short Term Bond Fund Class A
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Rating
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Yorktown Funds
Manager/Tenure
(Years)
(Years)
David D. Basten (27), David M. Basten (19), John P. Tener (6)
Website
Address
Yorktown Funds
Lynchburg VA - 24501
Lynchburg VA - 24501
Country
United States
Phone Number
800-544-6060
Investment Strategy
The investment seeks income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities that, in the Adviser's opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.