Literature and Forms Request By Mail

To request Armada Funds prospectuses, annual reports, and other information about our products and services, just complete your personal information. Select the appropriate items listed below and click "Order." You’ll receive the information within ten business days.

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Armada Funds
Dollars and Sense Articles
Retirement
Annual Reports
Performance Publications
Prospectuses
FutureQuest

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Retirement
FutureQuest

Armada Funds
IRA
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3. Choose an item(s):

 
Armada Funds
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.
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.
Small/Mid Cap Value Shareholder Announcement Piece
(ARM-FL-031-0100)
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.
 
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
Armada IRA calculator
(ARM-IR-007-0100)
  If you want to open an 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.
Armada Institutional Morningstar Ratings Kit
(ARM-KT-023-0100)
  This kit features Morningstar Ratings Sheets for Armada Funds that have received a 5-star or 4-star overall Morningstar Rating.
 
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.


 
Mutual Fund
Armada Retail Small Cap Value Kit
(ARM-KT-009-0100)
  If you want to learn more about investing in Armada’s Small Cap Value Fund, this kit has everything you need. This kit features an Armada Funds NAV retail prospectus, a Retail Application, a Small Cap Value Quarterly Highlights sheet, Monthly Highlights, a Small Cap Value Fund Morningstar Flyer, and several article reprints featuring this fund.
Armada Retail Money Market Funds Kit
(ARM-KT-005-0100)
  Learn more about Armada’s Money Market Funds by reviewing this informative kit. This kit features the Armada Family of Funds brochure, National City Investment Management Company brochure, Armada Funds Money Market Funds Retail Shares prospectus, an application, quarterly performance highlights for all Money Market Funds, and monthly performance highlights.
Armada Retail Shareholder Kit
(ARM-KT-002-0200)
  This kit provides a complete and detailed overview of the Armada Family of Funds. This kit features complete information on all Armada Funds including the Armada Family of Funds brochure, National City Investment Management Company brochure, Armada Funds NAV and Money Marker Retail Shares prospectuses, an application, monthly performance highlights for all Funds, and the TIP Newsletter.
Asset Allocation Funds Kit
(ARM-KT-011-0100)
  Learn more about the importance of asset allocation and determine which Armada Asset Allocation Fund is most appropriate for you. This kit features the Asset Allocation Brochure, Asset Allocation Investment Profile Worksheet, all Asset Allocation Funds' Quarterly Performance Highlights Sheets, a Retail Application, TIP Newsletter, Monthly Performance Highlights, and an NAV Retail Prospectus.
 
Retirement
Armada IRA Kit
(ARM-KT-001-0100)
  Armada’s IRA kit can help you learn more about investing in Individual Retirement Accounts (IRAs). This kit features the Armada Family of Funds brochure, National City Investment Management Company brochure, Armada IRA Applications/Disclosure Statement/Custodial Agreement booklet, retirement calculator, Armada Funds NAV and Money Marker Retail Shares prospectuses, an application, quarterly performance highlights for all Funds, and monthly performance highlights.
Armada SIMPLE IRA Employee Kit
(APL-KT-003-0100)
  This kit features an Employee Brochure, Retirement Worksheet, Plan Adoption Agreement, Disclosure Statement Custodial Agreement, Armada Funds retail and NAV prospectuses, Retirement Plan Calculator and Phone Brochure.
Armada SIMPLE IRA Employer Kit
(APL-KT-004-0100)
  This kit features a Plan Sponsor Summary, Retirement Worksheet, Plan Employer Adoption Agreement, Disclosure Statement Custodial Agreement, Employer Model Notification to Employees, Armada Funds retail and NAV prospectuses, Retirement Plan Calculator, Phone Brochure and more.
 
FutureQuest
FutureQuest Kit
(FWT-KT-001-0100)
  Learn more about how the FutureQuest asset allocation program can provide you with a portfolio that meets your investment needs. This kit features the FutureQuest Deluxe Brochure and the Participating Managers Brochure.


 
Armada Funds
A,B,H Application
(ARM-AP-001-0300)
C Shares Application
(ARM-AP-004-0100)
I Shares Application
(ARM-AP-002-0200)
Account Change Form
(ARM-AP-003-0200)
 
IRA
IRA Applications (A, B & H Shares)
(ARM-IR-001-0200)
IRA Application (C Shares)
(ARM-IR-009-0100)
IRA Distribution Request Form
(ARM-IR-004-0100)
IRA Transfer/Direct Rollover Request Form
(ARM-IR-003-0100)
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)

Click the order button once you have made your final literature selections.

  


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