How to Invest

You can invest in the funds at most major brokers or directly.

Broker

Charles Schwab

Etrade

Fidelity

TD Ameritrade

Vanguard

Online

Invest direct

ONLINE APPLICATION

Mail

Invest direct

IRA Application

IRA Transfer Form

Coverdell Application

Entity application

Forms and Information

Fund Documents

Prospectus

Semiannual Report (March 31, 2022)

Statement of Additional Information

2021 Annual Report (Sept 30, 2021)

IRA Disclosure 2022

Holdings Dec 31, 2021

Holdings Jun 30, 2021

Applications

Regular Account Application

IRA Account Application

IRA Transfer/Rollover Form

Entity Application

Certificate of Beneficial Ownership

Coverdell Education Saving Account Application

Daily NAVs

As of 07/01/2022

Fund	NAV	Change ($)	Change (%)
Aggressive Upgrader HOTFX	$50.32	+0.54	+1.08%
Upgrader FUNDX	$50.29	+0.62	+1.25%
Sustainable Impact SRIFX	$23.25	+0.21	+0.91%
Conservative Upgrader RELAX	$36.49	+0.19	+0.52%
Flexible Income INCMX	$25.82	+0.11	+0.43%

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Click on fund tickers to see performance data current to the most recent month-end.

Historical NAVs

Fund	Historical NAVs
Aggressive Upgrader HOTFX	Download
Upgrader FUNDX	Download
Sustainable Impact SRIFX	Download
Conservative Upgrader RELAX	Download
Flexible Income INCMX	Download