Resources2021-08-30T13:06:28-04:00

Resources

Regulatory Documents

Prospectus (Class A & C)

Prospectus (Class I)

Semi-Annual Report 2021

Annual Report 2020

First Quarter Holdings

Third Quarter Holdings

Statement of Additional Investment

Fund Literature

Fact Sheet 2Q 2021 (A, C, I Shares)

Investment Brochure

Repurchase and Dividend Calendar 2021

Fund Application & Forms

New Account Application

Account Change Form

Transfer Form

Transfer on Death Form

Certificate of Beneficial for Legal Entity Clients

Direct Business Instructions

FTR Combined Traditional & Roth IRA Kit

Dividend History

2019 Wildermuth Endowment Form 8937

2018 Wildermuth Endowment Form 8937

2017 Wildermuth Endowment Form 8937

2016 Wildermuth Endowment Form 8937

Fund Document Requests

If you would prefer to receive fund documents via mail, please call (678) 333-0900 or email us at investorservices@wildermuthsecurities.com.