MUTUAL FUND ACCOUNT APPLICATIONS, LITERATURE AND FORMS
Current and prospective investors can access account applications, legal documents such as the prospectus, Fund Fact Sheets for the Knights of Columbus mutual funds, tax and other resources.
- Application & Account Forms
- Tax Forms
- Prospectuses
- Fund Profiles
- Tailored Shareholder Reports
- Important Investor Documents
- Whitepapers & Research
Application & Account Forms
Tax Forms
- 2025 Final Capital Gain Distributions Memo - All Funds
- 2025 Foreign Tax Credit and Foreign Source Income- International Equity Fund
- 2025 Important Tax Reporting Information- U.S. Govt Interest Income- All Funds
- 2025 IRS Form 8937 - Real Estate
- 2024 Final Capital Gain Distributions Memo - All Funds
- 2024 Important Tax Reporting Information- U.S. Govt Interest Income- All Funds
- 2024 IRS Form 8937- Real Estate Fund
- 2023 Final Capital Gain Distributions Memo - All Funds
- 2023 IRS Form 8937 - Large Cap Growth Fund
- 2023 IRS Form 8937 - Real Estate
- 2022 IRS Form 8937- International Equity Fund
- 2022 IRS Form 8937- Large Cap Growth Fund
- 2022 IRS Form 8937- Real Estate Fund
- 2020 IRS Form 8937 - International Equity Fund
- 2020 IRS Form 8937- Long-Short Equity Fund
- 2019 IRS Form 8937- Small Cap Fund
Prospectuses
- Statutory Prospectus - Knights of Columbus Funds March 1, 2026
- Summary Prospectus - Limited Duration Fund March 1, 2026
- Summary Prospectus - Core Bond Fund March 1, 2026
- Summary Prospectus March 1 2026 - Large Cap Growth Fund
- Summary Prospectus March 1 2026 - Large Cap Value Fund
- Summary Prospectus March 1 2026 - Small Cap Fund
- Summary Prospectus March 1 2026 - International Equity Fund
- Summary Prospectus March 1 2026 - Long/Short Equity
- Summary Prospectus March 1 2026 - All Cap Index
- Summary Prospectus March 1 2026 - Real Estate Fund
- Statement of Additional Information - Knights of Columbus Funds March 1, 2026
Fund Profiles
Tailored Shareholder Reports
Important Investor Documents
- Capabilities Brochure
- Form ADV Part 1 - February 2026
- Form ADV Part 2 - February 2026
- The Advisors Inner Circle Fund III Catholic Investor Funds Semi Annual Report – April 2025
- The Advisors Inner Circle Fund III Catholic Investor Funds Annual Financial Statement Report – October 2025
- Schedule of Investments - July 31, 2025
- Schedule of Investments - January 31, 2026
- The Advisors Inner Circle Fund III Catholic Investor Equity Funds Form N-PX – June 30, 2025
- The Advisors Inner Circle Fund III Catholic Investor Fixed Income Funds Form N-PX – June 30, 2025
- KoCAA Form CRS
Whitepapers & Research
- March 21, 2025, Benchmark Analysis: Catholic investment principles can achieve competitive results
- October 28, 2024, Investing in the Light of Faith - A Guide to Catholic Investing
- July 23, 2020, The USCCB Investment Guidelines and the Catholic Investor
- March 14, 2020, Why Are Active Managers Underperforming?