MUTUAL FUND ACCOUNT APPLICATIONS, LITERATURE AND FORMS
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.
- Application & Account Forms
- Tax Forms
- Prospectuses
- Fund Profiles
- Important Investor Documents
- Whitepapers & Research
Application & Account Forms
Tax Forms
Prospectuses
- Statutory Prospectus October 31 2024 - Knights of Columbus Funds
- Summary Prospectus March 1 2024 - Limited Duration Fund
- Summary Prospectus March 1 2024 - Core Bond Fund
- Summary Prospectus March 1 2024 - Large Cap Growth Fund
- Summary Prospectus March 1 2024 - Large Cap Value Fund
- Summary Prospectus March 1 2024 - Small Cap Fund
- Summary Prospectus March 1 2024 - International Equity Fund
- Summary Prospectus March 1 2024 - Long/Short Equity
- Summary Prospectus October 31 2024 - All Cap Index
- Summary Prospectus May 31 2024 - Real Estate Fund
- Statement of Additional Information - Knights of Columbus Funds May 31 2024
Fund Profiles
Important Investor Documents
- Capabilities Brochure
- Form ADV Part 1 - May 2024
- Form ADV Part 2 - May 2024
- The Advisors Inner Circle Fund III Catholic Investor Funds Semi Annual Report – April 2024
- The Advisors Inner Circle Fund III Catholic Investor Funds Annual Report – October 2023
- Schedule of Investments - July 31, 2024
- Schedule of Investments - January 31, 2024
- KoCAA Form CRS
Whitepapers & Research
- October 28, 2024, Investing in the Light of Faith - A Guide to Catholic Investing
- July 23, 2020, The USCCB Investment Guidelines and the Catholic Investor
- March 14, 2020, Why Are Active Managers Underperforming?