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Small Cap Fund Commentary

Small Cap
February 07,2024

Small Cap Focus - A Strong Comeback

Market Update In Q4 2023, the Russell 2000 Index rebounded strongly, rising by 14.03% during this...
Small Cap
November 08,2023

Small Cap Focus - Performance Perspective

Market Update In Q3 2023, the Russell 2000 Index experienced a downturn, dropping by 5.13% during...
Small Cap
July 26,2023

Fits & Starts - Yorktown Small Cap Commentary

Market Update Continuing the first quarter ’s theme which was characterized as a “bounce back”...
Small Cap
May 04,2023

A Bounce Back Investment Environment - Yorktown Small Cap Commentary

Market Update The first quarter of 2023 can only be characterized as a “bounce-back” investment...
Small Cap
January 30,2023

Small Cap Fund Commentary - January 2023

Market Update 2022 was a difficult, turbulent, and disappointing year. Global supply chain issues,...

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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.