|
Summary Prospectus |
Statement of Add’l Info |
Fact Sheet |
Semi-Annual Report |
6/30/2025 Holdings |
12/31/2024 Holdings |
|
|---|---|---|---|---|---|---|
| Partners Fund | April 2025 | April 2025 | Fact Sheet | March 2025 | Holdings | Holdings |
| Cornerstone Fund | April 2025 | April 2025 | Fact Sheet | March 2025 | Holdings | Holdings |
Applications
New Accounts (Non-IRA)
IRA Accounts
Entity Accounts
Annual Shareholder Reports
Annual Financial Statements & Additional Information
Tailored Shareholder Report: Partners Fund, Class A – September 2025
Tailored Shareholder Report: Partners Fund, Institutional Class – September 2025
Tailored Shareholder Report: Cornerstone Fund, Investor Class – September 2025