Literature and Forms Download

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If you need additional information, please contact us.

Click here if you prefer to order our literature and forms.

1. Choose a category:


Armada Funds
Dollars and Sense Articles
Retirement
Annual Reports
Performance Publications
Morningstar Ratings
Standard & Poor’s Money Market Fund Profiles
Prospectuses
FutureQuest

Armada Funds
IRA
Retirement
SIMPLE IRA

2. Download a file:

 
Armada Funds
Asset Allocation Brochure
(ARM-MK-008-0100)
  Learn more about the importance of asset allocation and determine which Armada Asset Allocation Fund is most appropriate for you.
Armada Overview Brochure, Look Past Today
(ARM-MK-019-0100)
  This brochure defines Armada’s mutual fund asset classes, discusses the “Five Keys to Designing a Better Plan” and offers insight to the benefits of mutual fund investing.
Abbreviated Armada Overview Brochure, Look Past Today
(ARM-MK-018-0100)
  If you’d prefer a bulleted overview that describes the Armada Fund Family, our funds’ investment objectives, and the advantages of mutual fund investing, check out this brochure.
Diversification: The Benefits of Branching Out
(ARM-MK-021-0100 )
  Find out how diversification can strengthen your portfolio. This informative brochure describes ways to diversify stock and bond fund holding.
Small/Mid Cap Value Shareholder Announcement Piece
(ARM-FL-031-0100)
 
Dollars and Sense Articles
Armada Small Cap Value Fund
(ARM-RT-005-0400)
Armada Tax Managed Fund
(ARM-RT-006-0200)
Armada Tax Exempt Bond Funds
(ARM-RT-051-0200)
 
Retirement
IRA Brochure
(ARM-IR-006-0100)
  Armada’s IRA brochure can help you learn more about investing in Individual Retirement Accounts (IRAs). This brochure contains an overview of our No Annual Fee IRA products.
Armada IRA calculator
(ARM-IR-007-0100)
  If you want toan IRA, but are uncertain whether a Traditional or Roth IRA is right for you, Armada’s IRA calculator can help.
 
Annual Reports
Armada NAV Funds 2002 Annual Report
(ARM-AR-001-0200)
Armada Money Market Funds 2002 Annual Report
(ARM-AR-002-0200)
Armada NAV Funds, 2001 Semi-Annual Report
(ARM-SA-001-0200)
Armada Money Market Funds, 2001 Semi-Annual Report
(ARM-SA-002-0200)
 
Performance Publications
Armada Quarterlies, Class A, B and H Shares
(ARM-KT-007-0100)
  Are mutual fund fact sheets. Each offers a comprehensive overview of an Armada Fund, including its investment focus and philosophy, risk and reward characteristics, and total return. (will also be able to download each individual Fund’s sheet on download page.)
Armada Quarterlies, Class I Shares
(ARM-KT-022-0100)
  Are mutual fund fact sheets. Each offers a comprehensive overview of an Armada Fund, including its investment focus and philosophy, risk and reward characteristics, and total return. (will also be able to download each individual Fund’s sheet on download page.)
Armada Quarterlies, Class C Shares
(ARM-KT-017-0100)
  Are mutual fund fact sheets. Each offers a comprehensive overview of an Armada Fund, including its investment focus and philosophy, risk and reward characteristics, and total return. (will also be able to download each individual Fund’s sheet on download page.)
Armada Monthlies, Class A, B, and H Shares
(ARM-MR-001-2400)
  Are monthly performance updates that provide detailed information about every Armada Fund, including symbol, CUSIP, yields, expense ratios, and annualized performance.
Armada Monthlies, Class I Shares
(ARM-MR-002-2400)
  Are monthly performance updates that provide detailed information about every Armada Fund, including symbol, CUSIP, yields, expense ratios, and annualized performance.
Armada Monthlies, Class C Shares
(ARM-MR-003-0600)
  Are monthly performance updates that provide detailed information about every Armada Fund, including symbol, CUSIP, yields, expense ratios, and annualized performance.
 
Morningstar Ratings
I Shares Core Equity
I Shares Equity Growth
I Shares Ohio Tax Exempt Bond
I Shares Pennsylvania Municipal Bond
I Shares Small Cap Value
I Shares Total Return Advantage
I Shares Tax Managed Equity
I Shares U.S. Government Income
A Shares Core Equity
A Shares Small Cap Value
A Shares Tax Managed Equity
B Shares Equity Growth
B Shares Small Cap Value
B Shares Tax Managed Equity
 
Standard & Poor’s Money Market Fund Profiles
Armada Money Market Fund - Institutional
Armada Money Market Fund - A Shares
Armada Treasury Money Market Fund - Institutional
Armada Treasury Money Market Fund - A Shares
Armada Treasury Plus Money Market Fund - Institutional
Armada Treasury Plus Money Market Fund - A Shares
Armada Government Money Market Fund - Institutional
Armada Government Money Market Fund - A Shares
 
Prospectuses
Equity, Asset Allocation, Fixed Income Prospectus, Class A, B, and H shares
(ARM-PS-001-0600)
Equity, Asset Allocation, Fixed Income, Money Market Prospectus, Class C shares
(ARM-PS-005-0200)
Equity, Asset Allocation, Fixed Income Prospectus, Class I shares
(ARM-PS-002-0500)
Money Market Funds Prospectus, Class A, B, and H shares
(ARM-PS-003-0600)
Money Market Funds Prospectus, Class I shares
(ARM-PS-004-0500)
 
FutureQuest
FutureQuest Deluxe Brochure
(FQT-MK-005-0200)
  A client brochure describing the benefits of FutureQuest.


 
Armada Funds
Account Change Form
(ARM-AP-003-0200)
A,B,H Application
(ARM-AP-001-0300)
C Shares Application
(ARM-AP-004-0100)
I Shares Application
(ARM-AP-002-0200)
 
IRA
IRA Applications (A, B & H Shares)
(ARM-IR-001-0200)
IRA Application (C Shares)
(ARM-IR-009-0100)
IRA Transfer/Direct Rollover Request Form
(ARM-IR-003-0100)
IRA Distribution Request Form
(ARM-IR-004-0100)
IRA Addition/Change of Beneficiary
(ARM-IR-005-0100)
 
Retirement
Designation of Beneficiary
(APL-PD-015-0100)
Investment Election Enrollment Form
(APL-PD-007-0100)
Loan Application
(APL -PD-009-0100)
Distribution Request Form
(APL -PD-006-0100)
Excess Distribution Request Form
(APL -PD-010-0100)
Armada Plus Fee Schedule
(APL-PD-003-0100)
Armada Plus Services and Responsibilities
(APL- PD-02-0100)
Armada Plus Start-Up Plan/Timeframe
(APL-PD-013-0100)
Conversion Plan/Timeframe
(APL-PD-012-0100)
TRAC2000 Wire Instructions
(APL-PD- )
Special Tax Notice Regarding Plan Payments
(APL-PD-005-0100)
 
SIMPLE IRA
Armada SIMPLE IRA Data Security Plan Sponsor Access Form
(APL-SI-001-0100)
Armada Simple IRA Adoption Agreement
(APL-SI-004-0100)
Armada Simple IRA Transfer of Assets
(APL-SI-005-0100)
Armada Simple IRA PLUS Simple IRA Form-5304-Simple
(ARM-SI-006-0100)



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