Before you invest with us, it is important that you have all the information you need to make your decision. The following documents, which include the fund prospectus, provide additional information about our firm and how our funds have performed over time.
These documents are compatible with the use of Internet Explorer web browsers.
Fund Literature
Statement of Additional Information
Tailored Shareholder Report – Retail Share Class – July 31, 2024
Tailored Shareholder Report – Institutional Share Class – July 31, 2024
Tailored Shareholder Report – Supra Institutional Share Class – July 31, 2024
Annual Financial Statements – July 31, 2024
Complete Holdings – April 30, 2024
Semi-Annual Report – January 31, 2024
Complete Holdings – October 31, 2023
Applications
Mutual Fund Application – Individuals
Mutual Fund Application – Entities
Mutual Fund Application – IRAs
Mutual Fund Application – Coverdell Education Savings Account
Certification of Beneficial Owners – Entities
Account Transfer Form – Individuals
Disclosure Statement – IRA & Coverdell Education Savings Account