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 2018 - All Funds
- Summary Prospectus March 1 2018 - Limited Duration Fund
- Summary Prospectus March 1 2018 - Core Bond Fund
- Summary Prospectus March 1 2018 - Large Cap Growth Fund
- Summary Prospectus March 1 2018 - Large Cap Value Fund
- Summary Prospectus March 1 2018 - Small Cap Fund
- Summary Prospectus March 1 2018 - International Equity Fund
- Capabilities Brochure
- Form ADV Part 2 - March 31 2017
- The Advisors Inner Circle Fund III Knights of Columbus Funds Annual Report – October 2017
- The Advisors Inner Circle Fund III Knights of Columbus Funds Semi-Annual Report – April 2018
- Mutual Funds Statement of Additional Information - March 1 2018
- XBLR Forms - catholicinvestors-20180228.xml
- XBLR Forms - catholicinvestors-20180228.xsd
- XBLR Forms - catholicinvestors-20180228_cal.xml
- XBLR Forms - catholicinvestors-20180228_def.xml
- XBLR Forms - catholicinvestors-20180228_lab.xml
- XBLR Forms - catholicinvestors-20180228_pre.xml
Applications & Account Forms
Tax Forms
Prospectuses
- Statutory Prospectus March 1 2018 - All Funds
- Summary Prospectus March 1 2018 - Limited Duration Fund
- Summary Prospectus March 1 2018 - Core Bond Fund
- Summary Prospectus March 1 2018 - Large Cap Growth Fund
- Summary Prospectus March 1 2018 - Large Cap Value Fund
- Summary Prospectus March 1 2018 - Small Cap Fund
- Summary Prospectus March 1 2018 - International Equity Fund
Institutional Shares
Investor Shares
Other Forms
- Capabilities Brochure
- Form ADV Part 2 - March 31 2017
- The Advisors Inner Circle Fund III Knights of Columbus Funds Annual Report – October 2017
- The Advisors Inner Circle Fund III Knights of Columbus Funds Semi-Annual Report – April 2018
- Mutual Funds Statement of Additional Information - March 1 2018
- XBLR Forms - catholicinvestors-20180228.xml
- XBLR Forms - catholicinvestors-20180228.xsd
- XBLR Forms - catholicinvestors-20180228_cal.xml
- XBLR Forms - catholicinvestors-20180228_def.xml
- XBLR Forms - catholicinvestors-20180228_lab.xml
- XBLR Forms - catholicinvestors-20180228_pre.xml
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