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class="score-hero leftAligned default" style="background:url('https://images1.cmp.optimizely.com/assets/calc_graph/d8b3f9d46b5c11ef92d8da960cf07bb7?width=1366') center center / cover no-repeat;"> <div class="non-featured-content-container container"> <div class="score-hero__caption bg-colorNavyKnight opacity-100 "> <H1 class="score-hero__caption__heading text-center colorKnightGold headlineXL"> MUTUAL FUND ACCOUNT APPLICATIONS, LITERATURE AND FORMS </H1> <div class="score-hero__caption__body "> <div class="rich-text "> <p><span style="color: rgb(255, 255, 255);">Current and prospective investors can access account applications, legal documents such as the prospectus, Fund Fact Sheets for the Knights of Columbus mutual funds, tax and other resources.</span></p> </div> </div> <div class="score-hero__caption__call-to-action"> </div> </div> </div> </div> </div><div class=" contained"> <div class="tabset container" id="block-5319"> <div class="tabs-container " > <ul 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data-name="tab-6-important-investor-documents" href="#tab-6-important-investor-documents" role="tab" tabindex="5"> Important Investor Documents </a> </li> <li role="presentation"> <a id="block-5319_tab-6" data-name="tab-7-whitepapers--research" href="#tab-7-whitepapers--research" role="tab" tabindex="6"> Whitepapers & Research </a> </li> </ul> <div class="triangle"></div> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Application & Account Forms </span> <div class="chevron-icon" role="tabpanel" tabindex="0"></div> </summary> <div id="tab-1-application--account-forms" aria-labelledby="tab-0" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/new_account_application_for_an_entity.pdf/6c47853ac94511efba2716a9295eecb0" target="_blank" rel="noopener">New Account Application for an Entity</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/change_of_account_ownership.pdf/6c1fc6e4c94511ef8b77d2ce8d75364b" target="_blank" rel="noopener">Change of Account Ownership</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/account_redemption_form.pdf/6c15407ac94511efa638aa56aa4b0dbd" target="_blank" rel="noopener">Account Redemption Form</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/kofc_account_maintenance.pdf/6c0e23b2c94511ef8f2f828936770d0a" target="_blank" rel="noopener">Knights of Columbus Account Maintenance</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Tax Forms </span> <div class="chevron-icon" role="tabpanel" tabindex="1"></div> </summary> <div id="tab-2-tax-forms" aria-labelledby="tab-1" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/2024-important-tax-reporting-information.pdf/4d2aed68f47411ef9e6f4e510a5b30e3" target="_blank" rel="noopener">2024 Important Tax Reporting Information</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/large_cap_growth_irs_form/b99f1dd46b5d11ef89351237258b4f15" target="_blank" rel="noopener">Large Cap Growth - IRS Form 8937 for 2023</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/capital_gains_distributions_12_2023.pdf/eaba1f08000a11f09e577a00d5099c1d" target="_blank" rel="noopener">2023 Knights of Columbus Funds-Estimated Year End Tax Distributions</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/capital_gains_distributions_12_2024.pdf/eacc27e8000a11f0b8e6be49c0085206" target="_blank" rel="noopener">2024 Knights of Columbus Funds-Estimated Year End Tax Distributions</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/8937_real_estate_fund_irs_2024.pdf/eaca2b0a000a11f089223e8362a8e50e" target="_blank" rel="noopener">Real Estate Fund-IRS Form 8937 for 2024</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Prospectuses </span> <div class="chevron-icon" role="tabpanel" tabindex="2"></div> </summary> <div id="tab-3-prospectuses" aria-labelledby="tab-2" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/prospectus_march_2025.pdf/ca5d101c000011f0a6aa3e2a23f89b17" target="_blank" rel="noopener">Statutory Prospectus March 1, 2025 - Knights of Columbus Funds</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_limited_duration_summary.pdf/856663a2035011f0ac91ce917236faa1" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Limited Duration Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_core_bond_summary.pdf/852dda6e035011f0b5b23299b4844a80" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Core Bond Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_large_cap_growth_summary.pdf/852f76f8035011f09e99da5590b85c4f" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Large Cap Growth Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_large_cap_value_summary.pdf/8553800c035011f0b09eda5590b85c4f" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Large Cap Value Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_small_cap_summary.pdf/855077fe035011f0aa4f569ccd90b02a" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Small Cap Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_international_equity_summary.pdf/8536d024035011f08cafb22143205dca" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - International Equity Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_long_short_equity_summary.pdf/8580858e035011f0a9b1569ccd90b02a" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Long/Short Equity</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_us_all_cap_index_summary.pdf/cbf1e5fad36511efa15ac6214563ec6a" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - All Cap Index</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_catholic_investor_real_estate_summary/cf9250ca6b5d11efb750daed20215b4a" target="_blank" rel="noopener">Summary Prospectus March 1 2025 - Real Estate Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/sai_march_2025.pdf/c9ab5462000011f08b3f3e8362a8e50e" target="_blank" rel="noopener">Statement of Additional Information - Knights of Columbus Funds March 1 2025</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Fund Profiles </span> <div class="chevron-icon" role="tabpanel" tabindex="3"></div> </summary> <div id="tab-4-fund-profiles" aria-labelledby="tab-3" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/limited_duration_fund/ee62aedc6b5d11ef9a2252304907f450" target="_blank" rel="noopener">Limited Duration Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/core_bond_fund/f73ef0ec6b5d11ef88f01237258b4f15" target="_blank" rel="noopener">Core Bond Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/large_cap_growth_fund/f9947c226b5d11efbcac928c44db28d4" target="_blank" rel="noopener">Large Cap Growth Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/large_cap_value_fund/fbcd63aa6b5d11ef9cce920312a6f25a" target="_blank" rel="noopener">Large Cap Value Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/small_cap_fund/fde23ee06b5d11ef95c22a4c89cdf937" target="_blank" rel="noopener">Small Cap Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/international_equity_fund/fff2ff306b5d11efbdc2928c44db28d4" target="_blank" rel="noopener">International Equity Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/real-_estate_fund/0242b0d26b5e11efbdc2928c44db28d4" target="_blank" rel="noopener">Real Estate Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/long_short_equity_fund/043ca8f26b5e11ef9be21237258b4f15" target="_blank" rel="noopener">Long/Short Equity Fund</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/us_all_cap_index_fund/0652ee266b5e11ef921526337ae04db7" target="_blank" rel="noopener">U.S. All Cap Index Fund</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Tailored Shareholder Reports </span> <div class="chevron-icon" role="tabpanel" tabindex="4"></div> </summary> <div id="tab-5-tailored-shareholder-reports" aria-labelledby="tab-4" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_core_bond_fund_class_s_shares.pdf/fe8d78f0c6de11ef884302a37b5b9bae" target="_blank" rel="noopener">TSR - Knights of Columbus Core Bond Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_core_bond_fund_i_shares.pdf/fe248656c6de11ef851d4ada5a724a00" target="_blank" rel="noopener">TSR - Knights of Columbus Core Bond Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_international_equity_fund_class_s_shares.pdf/fe88f2d0c6de11efaac4cacb5277ce66" target="_blank" rel="noopener">TSR - Knights of Columbus International Equity Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_international_equity_fund_i_shares.pdf/fea21242c6de11efa458cacb5277ce66" target="_blank" rel="noopener">TSR - Knights of Columbus International Equity Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_large_cap_growth_fund_class_s_shares.pdf/fe238922c6de11ef95444274377686e3" target="_blank" rel="noopener">TSR - Knights of Columbus Large Cap Growth Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_large_cap_growth_fund_i_shares.pdf/fecbda0ac6de11efbf5e7a47cee39348" target="_blank" rel="noopener">TSR - Knights of Columbus Large Cap Growth Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_large_cap_value_fund_class_s_shares.pdf/fe539c70c6de11ef88414274377686e3" target="_blank" rel="noopener">TSR - Knights of Columbus Large Cap Value Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_large_cap_value_fund_i_shares.pdf/fe5f60b4c6de11efbc558a41a9b5dfa8" target="_blank" rel="noopener">TSR - Knights of Columbus Large Cap Value Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_limited_duration_fund_class_s_shares.pdf/fe4f64e8c6de11ef98ddcacb5277ce66" target="_blank" rel="noopener">TSR - Knights of Columbus Limited Duration Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_limited_duration_fund_i_shares.pdf/fe58d2bcc6de11ef946dba4dba2fdc7a" target="_blank" rel="noopener">TSR - Knights of Columbus Limited Duration Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_long_short_equity_fund_i_shares.pdf/fed21baec6de11ef851d4ada5a724a00" target="_blank" rel="noopener">TSR - Knights of Columbus Long-Short Equity Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_real_estate_fund_i_shares.pdf/fe8ccd9cc6de11efa8f802a37b5b9bae" target="_blank" rel="noopener">TSR - Knights of Columbus Real Estate Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_small_cap_fund_class_s_shares.pdf/fe053e04c6de11efbc53aae415f0c503" target="_blank" rel="noopener">TSR - Knights of Columbus Small Cap Fund, Class S Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_small_cap_fund_i_shares.pdf/fec79fa8c6de11efb41326478be361d3" target="_blank" rel="noopener">TSR - Knights of Columbus Small Cap Fund, I Shares</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/tsr_knights_of_columbus_us_all_cap_index_fund_i_shares.pdf/fe1692d0c6de11efb41326478be361d3" target="_blank" rel="noopener">TSR - Knights of Columbus US All Cap Index Fund, I Shares</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Important Investor Documents </span> <div class="chevron-icon" role="tabpanel" tabindex="5"></div> </summary> <div id="tab-6-important-investor-documents" aria-labelledby="tab-5" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul class="ng-scope"> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/Capabilities_Brochure/0be685646b5e11ef904252304907f450" target="_blank" rel="noopener">Capabilities Brochure</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/kofc_form-adv1-brochure/0fd4053e6b5e11efa81ca287b4de39b3" target="_blank" rel="noopener">Form ADV Part 1 - March 2025</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/kofc_form-adv2-brochure/122bd2da6b5e11ef8871f2d590e1d568" target="_blank" rel="noopener">Form ADV Part 2 - March 2025</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/semi_annual_report_2024/160b3f8a6b5e11efb0b6f2d590e1d568" target="_blank" rel="noopener">The Advisors Inner Circle Fund III Catholic Investor Funds Semi Annual Report – April 2024</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_annual_report_2024.pdf/13b54ad6c78011efac479a0d1655d67b" target="_blank" rel="noopener">The Advisors Inner Circle Fund III Catholic Investor Funds Annual Financial Statement Report – October 2024</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/aic_iii_investment_schedule_1_31_25.pdf/3126e0600b2911f0ac8b3e54fd6d2118" target="_blank" rel="noopener">Schedule of Investments - January 31, 2025</a></li> <li><a title="Schedule of investments - July 2024" href="https://rynqut.files.cmp.optimizely.com/download/assets/schedule-investments-july2024/c4eac0bc7b5211efaabdc27db59db60d" target="_blank" rel="noopener">Schedule of Investments - July 31, 2024</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/schedule_of_investments_january2024/396f53da6b5e11efaf542a4c89cdf937" target="_blank" rel="noopener">Schedule of Investments - January 31, 2024</a></li> <li><a href="https://rynqut.files.cmp.optimizely.com/download/assets/kocaa_crs/3b5ba96e6b5e11efa4646e719eeb2ca8" target="_blank" rel="noopener">KoCAA Form CRS</a></li> </ul> </div> </div> </div> </div> </div> </div> </details> <details class="tabs__panels" name="block-5319-tab-panel"> <summary class="tabset__mobile-button button-md bg-colorKnightGold"> <span class="tabset__mobile-text"> Whitepapers & Research </span> <div class="chevron-icon" role="tabpanel" tabindex="6"></div> </summary> <div id="tab-7-whitepapers--research" aria-labelledby="tab-6" role="tabpanel"> <div class="tab-mainArea"> <div> <div class="score-rich-text-block default default"> <div class="content-area "> <div class="rich-text "> <ul> <li>March 21, 2025, <a href="https://rynqut.files.cmp.optimizely.com/download/assets/Benchmark+Analysis%3A+Catholic+investment+principles+can+achieve+competitive+results/a85c9504066e11f094b8e249992b900d" target="_blank" rel="noopener">Benchmark Analysis: Catholic investment principles can achieve competitive results</a></li> <li>October 28, 2024, <a href="https://rynqut.files.cmp.optimizely.com/download/assets/KCCF-Invest_Light_of_Faith/a434e9a0388211efa7ff1a4d7b9a2707" target="_blank" rel="noopener">Investing in the Light of Faith - A Guide to Catholic Investing</a></li> <li>July 23, 2020, <a href="https://rynqut.files.cmp.optimizely.com/download/assets/KOCAA_usccb_investment_guidelines/c288807075a811efa494ca023f1f481e" target="_blank" rel="noopener">The USCCB Investment Guidelines and the Catholic Investor</a></li> <li>March 14, 2020, <a href="https://rynqut.files.cmp.optimizely.com/download/assets/KOCAA_why_active_managers/c8fca46875a811ef9a23da8627ebfbfe" target="_blank" rel="noopener">Why Are Active 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