Resources & Info

FUND MATERIALS
↪ Account Application
↪ IRA Roth CTC Application
↪ IRA CTC TOA Form
↪ ESA Application
↪ Non Qualified Transfer of Assets Form
↪ SAI
↪ Load SIMPLE IRA CTC

FUND PROSPECTUS
↪ Prospectus

FUND REPORTS
↪ Annual Report 7-31-24
↪ Semi Annual Report 1-31-25
↪ Portfolio Holdings  10-31-24

↪ Proxy Voting Record/N-PX

↪ Annual Shareholder Report – STHY Institutional Class

↪ Semi-Annual Shareholder Report – STHY Institutional Class 1-31-25

↪ Annual Shareholder Report – STHY Investor Class

↪ Semi-Annual Shareholder Report – STHY Investor Class 1-31-25

↪ Portfolio Holdings  4-30-25

FUND MATERIALS
↪ Account Application
↪ IRA Roth CTC Application
↪ IRA CTC TOA Form
↪ ESA Application
↪ Non Qualified Transfer of Assets Form
↪ SAI
↪ Load SIMPLE IRA CTC

FUND PROSPECTUS
↪ Prospectus

FUND REPORTS
↪ Annual Report 7-31-24
↪ Semi Annual Report 1-31-25
↪ Portfolio Holdings  10-31-24

↪ Annual Shareholder Report – HQF Institutional Class

↪ Semi-Annual Shareholder Report – HQF Institutional Class 1-31-25

↪ Annual Shareholder Report – HQF Investor Class

↪ Semi-Annual Shareholder Report – HQF Investor Class 1-31-25

↪ Annual Shareholder Report – HQF A Class

↪ Semi-Annual Shareholder Report – HQF A Class 1-31-25

↪ Portfolio Holdings  4-30-25