Poplar Forest Fund Documents

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


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


2020 Tax Form Supplement

Investment Glossary