Mutual Fund Account Applications, Literature and Forms
Current and prospective investors can access account applications, legal documents such as the prospectus, Fund Fact Sheets for the Knights of Columbus mutual funds, tax and other resources.
- Knights of ColumbusFunds-Estimated Year End Tax Distributions
- Long Short Equity Fund-IRS Form 8937 for 2020
- International Equity Fund-IRS form 8937 for 2020
- Small Cap Fund-IRS Form 8937 for 2019
- Small Cap Fund-IRS Form 8937 for 2016
- Small Cap Fund-IRS Form 8937 for 2015
- International Equity Fund-IRS Form 8937 for 2015
- Statutory Prospectus December 19 2022 - Knights of Columbus Funds
- Summary Prospectus December 19 2022 - Limited Duration Fund
- Summary Prospectus December 19 2022 - Core Bond Fund
- Summary Prospectus May 27 2022 - Large Cap Growth Fund
- Summary Prospectus March 1 2022 - Large Cap Value Fund
- Summary Prospectus March 1 2022 - Small Cap Fund
- Summary Prospectus March 1 2022 - International Equity Fund
- Summary Prospectus July 1 2022 - Long/Short Equity
- Summary Prospectus March 1 2022 - All Cap Index
- Summary Prospectus March 1 2022 - Real Estate Fund
- Statement of Additional Information - Knights of Columbus Funds December 19 2022
- Capabilities Brochure
- Form ADV Part 1 - March 2022
- Form ADV Part 2 - March 2022
- The Advisors Inner Circle Fund III Catholic Investor Funds Semi Annual Report – April 2022
- The Advisors Inner Circle Fund III Catholic Investor Funds Annual Report – October 2022
- Schedule of Investments - January 31, 2022
- Schedule of Investments - July 31, 2022
- KoCAA Form CRS
Applications & Account Forms
Tax Forms
Prospectuses
- Statutory Prospectus December 19 2022 - Knights of Columbus Funds
- Summary Prospectus December 19 2022 - Limited Duration Fund
- Summary Prospectus December 19 2022 - Core Bond Fund
- Summary Prospectus May 27 2022 - Large Cap Growth Fund
- Summary Prospectus March 1 2022 - Large Cap Value Fund
- Summary Prospectus March 1 2022 - Small Cap Fund
- Summary Prospectus March 1 2022 - International Equity Fund
- Summary Prospectus July 1 2022 - Long/Short Equity
- Summary Prospectus March 1 2022 - All Cap Index
- Summary Prospectus March 1 2022 - Real Estate Fund
- Statement of Additional Information - Knights of Columbus Funds December 19 2022
Institutional Shares
Other Forms
- Capabilities Brochure
- Form ADV Part 1 - March 2022
- Form ADV Part 2 - March 2022
- The Advisors Inner Circle Fund III Catholic Investor Funds Semi Annual Report – April 2022
- The Advisors Inner Circle Fund III Catholic Investor Funds Annual Report – October 2022
- Schedule of Investments - January 31, 2022
- Schedule of Investments - July 31, 2022
- KoCAA Form CRS
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Contact Us for Support
(203) 752-4502
kofcfunds@kofcassetadvisors.org
SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Knights of Columbus Funds. Check the background of SIDCO on BrokerCheck.
Market Insights
Read the newest market commentary from the desk of our CIO, Tony Minopoli. In his role as CIO, Tony provides oversight for the investment managers in the Knights’ defined benefit pension plan, defined contribution plan and charitable assets, all of which are externally managed.