| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Fees
Updated 09.30.2012
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 09.30.2012
| Maximum Fees % | |
|---|---|
| Administrative | 0.15 |
| Management | 0.35 |
| Redemption |
Updated 09.30.2012
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 0.35 |
| Net Expense Ratio: Annual Report | 0.65 |
| Net Expense Ratio: Prospectus | 0.82 |
Updated 06.05.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $262.00 |
| 5-Year | $455.00 |
| 10-Year | $1,014.00 |
Purchase Information
Updated 08.01.2012
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | |
| Initial IRA | |
| Additional IRA | |
| Initial AIP | $5,000.00 |
| Additional AIP | $100.00 |
Contact Fund
Williamsburg Investment Trust(T.Leavell)
C/O Ultimus Fund Solutions, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
USA
