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 - Traditional Equity and Fixed Income Funds
- Statutory Prospectus September 30 2019 - Long/Short Equity, All Cap Index, and Global Real Estate
- 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
- Statement of Additional Information - March 1 2019 Traditional Equity and Fixed Income Funds
- Statement of Additional Information - September 30 2019 Long/Short Equity, All Cap Index, Global Real Estate
Applications & Account Forms
Tax Forms
Prospectuses
- Statutory Prospectus March 1 2019 - Traditional Equity and Fixed Income Funds
- Statutory Prospectus September 30 2019 - Long/Short Equity, All Cap Index, and Global Real Estate
- 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
- Statement of Additional Information - March 1 2019 Traditional Equity and Fixed Income Funds
- Statement of Additional Information - September 30 2019 Long/Short Equity, All Cap Index, Global Real Estate
Institutional Shares
Investor Shares
Other Forms
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