Prospectuses, reports, statements of additional information, and shareholder notices
Shareholders receive (by mail) a one-page Notice regarding money manager changes and will be directed to a more complete Information Statement that is available online or by mail on request. The Notices will be distributed within 90 days of the effective date and the Information Statements will be available until at least 90 days after the Notice is sent. This approach (the “notice and access” model) is consistent with industry standards.
Access complete prospectuses and statements of additional information libraries for our RIC Funds. Information Statements are available by mail on request or on the prospectus & reports page; or you can call 800-787-7354 for help in locating desired documents.
RIC shareholder notices (for the last 12 months)
Equity Income Fund
U.S. Strategic Equity Fund
Sustainable Aware Equity Fund
Multifactor U.S. Equity Fund
U.S. Small Cap Equity Fund
Global Equity Fund
International Developed Markets Fund
Multifactor International Equity Fund
Emerging Markets Fund
Tax-Managed U.S. Large Cap Fund
Tax-Managed U.S. Mid & Small Cap Fund
Tax-Managed International Equity Fund
Global Infrastructure Fund
Global Real Estate Securities Fund
Tax-Managed Real Assets Fund
Strategic Bond Fund
Investment Grade Bond Fund
Opportunistic Credit Fund
Short Duration Bond Fund
Long Duration Bond Fund
Tax-Exempt Bond Fund
Tax-Exempt High Yield Bond Fund
Multi-Asset Strategy Fund
Multi-Strategy Income Fund
LifePoints® Funds, Target Portfolio Series
Access complete prospectuses and statements of additional information libraries for RIF. Information Statements are available by mail on request or on the prospectus & reports page; or you can call 800-787-7354 for help in locating desired documents.
RIF shareholder notices (for the last 12 months)
U.S. Strategic Equity Fund
U.S. Small Cap Equity Fund
International Developed Markets Fund
Global Real Estate Securities Fund
Strategic Bond Fund
LifePoints® Funds, Variable Target Portfolio Series
Access complete prospectuses and statements of additional information libraries for our Exchange Traded Funds. Information Statements are available by mail on request or on the prospectus & reports page; or you can call 800-787-7354 for help in locating desired documents.
ETF shareholder notices (for the last 12 months)
U.S. Small Cap Equity Active ETF
International Developed Equity Active ETF
Global Infrastructure Active ETF