Trust $5.98  /  Growth $15.59  (As of 03/09/2010)
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Download Forms/Reports

You may download our reports, applications, and forms in Adobe® Acrobat Portable Document Format (PDF) or fill out our Information E-mail Form and we will mail a printed copy to you. PDF files require you have the PDF Reader installed on your computer. If you do not have a copy of PDF Reader, you may get a free copy from Adobe®.

Form

File(s)

Trust/Growth Application

PDF

Trust Prospectus

PDF

Trust Summary Prospectus

PDF

Growth Fund Prospectus

PDF

Annual Report 9/30/2009(Trust)

PDF

Semi-Annual Report 3/31/2009 (Trust)

PDF

Annual Report 12/31/2009(Growth)

PDF

Semi-Annual Report 6/30/2009(Growth)

PDF

Statement of Additional Information (Trust)

PDF

Statement of Additional Information (Growth)

MS Word

Re-registration Form

MS Word

Transfer on Death / Pay on Death Form

PDF

Traditional IRA Transfer / Direct Rollover of Current Retirement Assets

MS Word

Education Savings Application

PDF

Roth IRA Application

PDF

Trust Form N-Q Quarterly Holdings

TXT Word

Growth Fund Form N-Q Quarterly Holdings

TXT Word

Traditional IRA Application

PDF

IRA Distribution Request Form

MS Word

IRA RMD Withdrawal Form

MS Word

Nominating and Governance Committee

MS Word

Growth Fund Proxy Votes

TXT Word

Trust Proxy Votes

TXT Word

Redemption Form

TXT Word

IRA Beneficiary Form

TXT Word

Authorization Agreement for Automated Payments

TXT Word

Authorization Agreement for Automated Withdrawals

TXT Word

Electronic Dividend Form

TXT Word

 

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