Please click on one of the documents below to download a pdf.
Latest Shareholder Letter
Fund Fact Sheet
Prospectus and SAI
|New Account Application|
|SIMPLE IRA Application & Disclosure|
|IRA Transfer Form|
|IRA Distribution Form|
|Traditional-Sep IRA Disclosure|
|Roth IRA Disclosure|
|CESA Custodial Agreement & Disclosure Statement|
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Click here for a Fund Prospectus or Application. Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy of the prospectus by calling 1.877.807.4122.
Mutual fund investing involves risk. Principal loss is possible.
The Smead Value Fund is distributed by UMB Distribution Services, LLC. UMB Distribution Services and Smead Capital Management are not affiliated.