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Yorktown Multi-sector Bond Fund Class L (AFFIX)

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7.95 -0.01    -0.13%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Yorktown Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 118.37M
API Multi-Asset Income L 7.95 -0.01 -0.13%

Yorktown Multi-sector Bond Fund Class L Overview

 
On this page you'll find an in-depth profile of Yorktown Multi-sector Bond Fund Class L. Learn about the key management, total assets, investment strategy and contact information of AFFIX among other information.
Category

Multisector Bond

Total Assets

118.37M

Expenses

1.70%

Inception Date

38169

Investment Strategy

The investment seeks current income with limited credit risk. The fund invests in securities that, in the adviser's opinion, offer the opportunity for current income with limited credit risk. The adviser invests directly in equity or debt securities when the adviser believes attractive investment opportunities exist. The adviser may sell a security or redeem shares of an underlying fund given a variety of circumstances.

Contact Information

Address 2303 Yorktown Ave
Lynchburg,VA 24501
United States
Phone 800-544-6060
Fax 434-846-1361

Top Executives

Name Title Since Until
John P. Tener Portfolio Manager 2019 Now
Biography Mr. Tener has served as Portfolio Manager since 2019 and prior to that was a Portfolio Manager for Atlantic Capital Management from 2013 through April 2019.
Barry D. Weiss Portfolio Manager 2019 Now
Biography Mr. Barry D. Weiss, CFA serves as Portfolio Managers at Yorktown Management & Research since 2019. Prior to that, Mr. Weiss was a Senior Director with the Kroll Bond Rating Agency from 2016 through March 2019. Mr. Weiss was Director for Fund Ratings at Standard & Poor’s Rating Services from 2013 through 2016.
David M. Basten Portfolio Manager 2005 Now
Biography Mr. David D. Basten is the Yorktown Management & Research Company’s Chief Investment Officer and a Portfolio Manager for the Fund, having served in that capacity since commencement of the Fund’s operations. Mr. David D. Basten is President and Director of the Yorktown Management & Research Company, Inc, Managing Partner of Waimed Enterprises, LLC and partner of Downtown Enterprises.
David D. Basten President 1997 Now
Biography Mr. David D. Basten is the Yorktown’s Chief Investment Officer and a Portfolio Manager, having served in that capacity since commencement of each Fund’s operations. Mr. David D. Basten is President and Director of the Yorktown, Managing Partner of Waimed Enterprises, LLC and partner of Downtown Enterprises.Mr. David M. Basten has served as Portfolio Manager since 2005.
Michael Dixon portfolio manager 2012 2019
Biography Michael Dixon joined Yorktown Management & Research Company, Inc. in 2012 and has served as portfolio manager since joining the firm. Prior to joining the Adviser, Mr. Dixon was an Account manager with the firm Flippin, Bruce, & Porter, Inc., from May, 2002 to 2012. Mr. Dixon has been in the financial services industry since 1997.
Brentz East Portfolio Manager 2011 2017
Biography Mrs. Brentz East has served as portfolio manager since 2011 and prior to that held various positions at the Yorktown Management & Research Company, Inc., including as a securities analyst.
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