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Your account registration and mailing address. |
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Armada Funds Shareholder Services phone number
and internet address for fund information, questions
and account transactions. |
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The name and address of your financial consultant
should you have any questions regarding your
portfolio. (If you do not have a financial consultant,
this area will default to SEI Investments, Armada
Fund’s distributor.) |
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Portfolio balance history—This section depicts a
quarterly asset growth chart of your entire portfolio. |
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Information for You provides important messages
regarding Armada Funds. |
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Your current asset allocation depicted in a pie chart
and broken out by fund, fund share price, number of
shares, current and total market value. |
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Year-to-Date Account Activity Summary shows the
total dollar amounts of purchases, redemptions,
dividends and capital gains for each fund you have
invested in. |