Overview

Investment Objective

The Fund seeks growth of capital.

Fund Description

The Growth Fund seeks long-term capital appreciation. The Fund invests in what Yorktown considers the most compelling domestic, international and emerging market growth companies, regardless of market capitalization or sector. Yorktown focuses on companies in attractive industries located in countries with growing GDP and a stable political environment. The Fund is generally appropriate for investors who place a priority on growing capital.

Management Team
Portfolio Manager
Managing Director
President & CIO

Why Invest

Focused on growth stocks

Domestic, international and emerging markets

Investments not limited to specific market capitalizations or sectors

Fund Information

Fund Share Class Data

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Investment minimums for the Institutional Share Class purchased in a Fee Based Account, through an
advisor, are $1,000 minimum initial investment or $100 minimum investment on a monthly basis.

Overall Morningstar rating based on risk adjusted returns out of 127 Global Small/Mid Stock funds as of 12/31/2022.
Read important information about results and other investment disclosures below.

Expenses

Fees - Class A

* Finder’s Fee. See Prospectus or call the Sales Desk.

Fees - Class I

  • No Load Share Class

Fees - Class L

  • No CDSC
  • No Front or Back End Sales Charges

Performance

Class A inception: 07/01/2004

Class I inception: 05/31/2013

Class L inception: 06/14/1985

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The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-544-6060.

The 3YR, 5YR and 10YR returns are annualized. SINCE INCEPTION returns are annualized when the time period from the Fund’s inception to the “As of” date is greater than 12 months.

The Fund Benchmark's SINCE INCEPTION returns are based on share class A's inception date.

Read important information about results and other investment disclosures below.

The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-544-6060.

The 3YR, 5YR and 10YR returns are annualized. SINCE INCEPTION returns are annualized when the time period from the Fund’s inception to the “As of” date is greater than 12 months.

The Fund Benchmark's SINCE INCEPTION returns are based on share class A's inception date.

Read important information about results and other investment disclosures below.

*Calendar year performance is not net of any applicable sales charge.

The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-544-6060.

Read important information about results and other investment disclosures below.

Holdings

Top 10 Portfolio Holdings

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Holdings subject to change. Current and future holdings subject to risk.

Distributions

Literature

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