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 Catholic Investor mutual funds, tax and other resources.
- Statutory Prospectus March 1 2019 - All Funds
- Summary Prospectus March 1 2019 - Limited Duration Fund
- Summary Prospectus March 1 2019 - Core Bond Fund
- Summary Prospectus March 1 2019 - Large Cap Growth Fund
- Summary Prospectus March 1 2019 - Large Cap Value Fund
- Summary Prospectus March 1 2019 - Small Cap Fund
- Summary Prospectus March 1 2019 - International Equity Fund
- Mutual Funds Statement of Additional Information - March 1 2019
- Statutory Prospectus September 30 2019 - Global Real Estate
- Mutual Funds Statement of Additional Information - September 30, 2019
Applications & Account Forms
Tax Forms
Prospectuses
- Statutory Prospectus March 1 2019 - All Funds
- Summary Prospectus March 1 2019 - Limited Duration Fund
- Summary Prospectus March 1 2019 - Core Bond Fund
- Summary Prospectus March 1 2019 - Large Cap Growth Fund
- Summary Prospectus March 1 2019 - Large Cap Value Fund
- Summary Prospectus March 1 2019 - Small Cap Fund
- Summary Prospectus March 1 2019 - International Equity Fund
- Statutory Prospectus September 30 2019 - Global Real Estate
- Mutual Funds Statement of Additional Information - September 30, 2019
Institutional Shares
Investor Shares
Other Forms
Market Insights
Read the latest market commentary from the desk of our CIO, Tony Minopoli.
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