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Market Insights

April 07,2025

Meet Dave M. Basten

For David M. Basten, Managing Director at Yorktown Funds, asset management isn’t just a career —...
March 31,2025

Annual Report 2025

Dear Shareholders,
Fixed Income
January 30,2025

Fixed Income Focus - New Faces, Same Party

Markets took a step back in December with selloffs in equities and rates. The U.S. Treasury curve...
Fixed Income
December 20,2024

Fixed Income Focus - Holiday Musings

November featured a significant rally across asset classes as volatility indices moved sharply...
Fixed Income
November 27,2024

Fixed Income Focus - Love and Tiers

Rate volatility returned in October to end a multi-month Treasury rally. The MOVE Index (Merrill...
Fixed Income
October 28,2024

Fixed Income Focus – ABS: New and Improved

Macro Update September was the 5th consecutive month of the Treasury rally. The yield curve bull...
Fixed Income
September 19,2024

Fixed Income Focus – Spiking the Football

Treasuries rallied for the 4th consecutive month as markets turned in a nice performance following...
Fixed Income
August 21,2024

Fixed Income Focus – Stay the Course

Macro Update July was a strong month for rates markets as the Treasury curve rallied substantially....
Fixed Income
July 19,2024

Fixed Income Focus – Halfway Point

Macro Update June brought some continued relief as domestic markets showed greater optimism with...
Fixed Income
June 24,2024

Fixed Income Focus – Clouds, Tires & French Fries

Macro Update May was a positive month for markets as volatility lessened and valuations rose for...

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Yorktown Funds

Email: info@yorktownfunds.com
Phone: (800) 544-6060

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Email: info@yorktownfunds.com
Phone: (800) 544-6060

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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.

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/SIPC). 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.