Documents

Account Applications and Forms

Regular Account Application
IRA Application
Coverdell Education Savings Account Application

Account Options Form (For modifying an existing account)
Change of Address Form
Change of Registration Form
Invest By Mail Form
Limited Power of Attorney Form
Mutual Funds Redemption Form
IRA Transfer Form
Beneficiary Designation Form
IRA/Qualified Plan Distribution Request

Prospectuses and Reports

 


Summary
Prospectus


Statutory
Prospectus


Statement of
Additional Information


Semi-Annual Tailored
Shareholder Report
(04/30/25)

 


Annual Tailored
Shareholder Report
(10/31/25)


Semi-Annual Financial Statements
and Additional Information
(04/30/25)


Annual Financial Statements
and Additional Information
(10/31/25)


Edgar Lomax
1.31.26 SOI

 


Edgar Lomax
7.31.25 SOI


Privacy
Statement


IRA
Disclosure
Statement


Form
N-PX
Report