Mutual Fund Account Literature and Forms
I. Applications and Account Forms | |
New Account Application for an Entity | ![]() |
Change of Account Ownership | ![]() |
Account Redemption Form | ![]() |
III. I Shares (formerly Institutional Shares) Quarterly Fund Profiles (minimum investment of at least $25,000) | |
Limited Duration Fund | ![]() |
Core Bond Fund | ![]() |
Large Cap Growth Fund | ![]() |
Large Cap Value Fund | ![]() |
Small Cap Fund | ![]() |
International Equity Fund | ![]() |
IV. Investor Shares Quarterly Fund Profiles (minimum investment of at least $1,000) | |
Limited Duration Fund | ![]() |
Core Bond Fund | ![]() |
Large Cap Growth Fund | ![]() |
Large Cap Value Fund | ![]() |
Small Cap Fund | ![]() |
International Equity Fund | ![]() |
V. Tax Forms | |
Small Cap Fund-IRS Form 8937 for 2016 | ![]() |
Small Cap Fund-IRS Form 8937 for 2015 | ![]() |
International Equity Fund-IRS Form 8937 for 2015 | ![]() |