Poplar Forest Fund Documents

Before you invest with us, please review the documents below for more detailed information on the funds.

2023 DISTRIBUTIONS
 

Summary

Prospectus

Statement of

Add’l Info

Annual

Report

Semi-Annual

Report

Fact

Sheet

6/30/2023

Holdings

12/31/2022

Holdings

Partners Fund January 2024 January 2024 Sept 2023 March 2023 Fact Sheet Holdings Holdings
Cornerstone Fund January 2024 January 2024 Sept 2023 March 2023 Fact Sheet Holdings Holdings

Applications

New Accounts (Non-IRA)

Regular Application – Class A

Regular Application – Class I

Coverdell Savings Application

IRA Accounts

IRA Application – Class A

 IRA Application – Class I

 IRA Transfer Form – Class A

IRA Transfer Form – Class I

IRA Disclosure Statement

Entity Accounts

Entity Application – Class A

Entity Application – Class I

Beneficial Ownership Form

 

Other Documents

Breakpoints and Sales Load

Prospectus

2023 Tax Form Supplement

Investment Glossary

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