Fund Literature Download
Fact Sheet PDF icon
2023 Year-end Capital Gains PDF icon
Why Dividend Growth Matters PDF icon
This is How Cash is Supposed to Work PDF icon
Investment Process PDF icon
Annual Report PDF icon
Semi-Annual Report PDF icon
Prospectus PDF icon
SAI PDF icon
Fund Portfolio Holdings – 3/31/2024 (3Q) PDF icon
Fund Portfolio Holdings – 9/30/2023 (1Q) PDF icon
Applications Download
Application PDF icon
IRA Application PDF icon
IRA Rollover PDF icon

The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting Read it carefully before investing.

Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.