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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 registered management investment companies. The funds were created to allow us to serve a broad range of investors and investor goals while allowing us to adhere to the Value philosophy that is our hallmark.

For more complete information about the Flippin, Bruce & Porter Funds, including charges and expenses, please call (866) 738-1127 for a prospectus. You can also download a copy by clicking the PDF below. Read it carefully before you invest or send money.

Information on the FBP Funds:

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.

 

 

 

 

FBP Shareholder Letter

Prospectus

Annual Report

Statement of Additional Information

Corporate Brochure

Investment Philosophy and Process


Application

Traditional IRA Application

Roth IRA Application

FBP Value Fund - Supplemental Tax Information for 2008

FBP Balanced Fund - Supplemental Tax Information for 2008

 

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