Poplar Forest Fund Documents

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

Fund Summary Prospectus Statement of

Add’l Info

 Annual Report Semi- Annual

Report

 Fact Sheet
Poplar Forest Partners Fund January 2020 January 2020 Sept 2019 March 2020 Fact Sheet
Poplar Forest Cornerstone Fund January 2020 January 2020 Sept 2019 March 2020 Fact Sheet

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

2019 Tax Form Supplement

Investment Glossary

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