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The Flippin, Bruce & Porter family of mutual funds includes the FBP Value Fund and FBP Balanced Fund. Both funds are No-Load, diversified, open-end series of the Williamsburg Investment Trust, a registered management investment company commonly known as a “mutual fund.” Each Fund represents a separate mutual fund with its own investment objectives and policies.
The investment objective of the FBP Value Fund (the “Value Fund”) is long term growth of capital through investment in a diversified portfolio comprised primarily of equity securities, with current income as a secondary objective.
The investment objective of the FBP Balanced Fund (the “Balanced Fund”) is long term capital appreciation and current income through investment in a balanced portfolio of equity and fixed income securities assuming a moderate level of investment risk.
An investor should consider the investment objectives, risks, and charges and expenses of the FBP Funds carefully before investing. The prospectus contains this and other information about the Funds. A copy of the prospectus is available by calling the Funds directly at (866) 738-1127 or by downloading a copy by clicking the PDF below. The prospectus should be read carefully before investing.
All investments, including an investment in these Funds, are subject to risk including the possible loss of principal. The risk includes market risk, interest rate risk, and the risk of default for corporate fixed income products. Additionally, the adviser’s ability to invest in covered call options has a risk of the market rising and the option being called thereby preventing the Fund from the opportunity for further appreciation of the underlying security.
Prospectus
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