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How to Read Your Armada Statements

Each quarter you receive a mutual fund statement from Armada Funds. This statement is an important tool designed to make keeping track of your investment accounts easier. In order to make sure you understand the information being provided, we’ve created a brief guide to reading your Armada Funds Statement. Just click on the links below.

  General Account Information and Total Portfolio Value
  Account Activity Details
  Service Directory and Additional Investment Form
  Fund Information and Account Change Forms

If you’re receiving more than one statement from us or would prefer to receive separate statements for your various accounts, please print and send in an Armada Funds Statement Consolidation Update Request. Once we’ve received it, we’ll make sure your statements are delivered in the way you prefer.

   Statement Consolidation Update Request


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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.



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