| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.7 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.7 |
| Net Expense Ratio: Annual Report | 1.07 |
| Net Expense Ratio: Prospectus | 1.3 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $412.00 |
| 5-Year | $713.00 |
| 10-Year | $1,568.00 |
Purchase Information
Updated 08.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $0.00 |
| Initial IRA | $1,000.00 |
| Additional IRA | |
| Initial AIP | $100.00 |
| Additional AIP |
Contact Fund
Williamsburg Investment Trust (FBP)
C/O Ultimus Fund Solutions, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
USA
