FBP Mutual Funds
The FBP Mutual Funds
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. Investment in the Funds are subject to investment risks, including, without limitation, market risk, ETF risk, large company risk, mid-cap company risk, covered call option risk, fixed income risk, interest rate risk, maturity risk, credit risk, mortgage-related securities risk, credit ratings risk, liquidity risk, and investment style and management risk. For more information about the Funds, including the Fund’s objectives, charges, expenses and risks (including more information about the risks listed above), please read the prospectus.
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