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.
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Statement of Additional Information
Semi-Annual Report – January 31, 2023
Complete Holdings – April 30, 2022
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