The Flippin, Bruce & Porter family of mutual funds includes the FBP Equity & Dividend Plus Fund and the FBP Appreciation & Income Opportunities 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 Equity & Dividend Plus Fund is to provide above-average and growing income while also achieving long-term growth of capital.

The investment objectives of the FBP Appreciation & Income Opportunities Fund are long term capital appreciation and current income, 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 (PDF format)

Prospectus (XBRL format)

FBP Funds Proxy Statement (PDF format)

If you don't have Adobe Acrobat Reader,
you can download it here for FREE

XBRL Files : eXtensible Business Reporting Language
The XBRL files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov.

 

 

 

This website is in no way a solicitation or offer to sell shares of the Funds except in jurisdictions where the Funds are qualified for sale or where an exemption or exclusion from such qualification exists.

The Flippin, Bruce & Porter Funds are distributed by Ultimus Fund Distributors, LLC.