Literature and Forms

Regulatory Documents
Showing 1 through 100 out of 1324 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
New York Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
New York Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
New York Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
New York Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional Tax-Free Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional Tax-Free Cash Trust Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional High Yield Bond Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional High Yield Bond Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional High Yield Bond Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Institutional High Yield Bond Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Large Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Large Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Large Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Large Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Large Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
California Municipal Cash Trust Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Enhanced Income ETF (Exchange-Traded Fund) Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Enhanced Income ETF (Exchange-Traded Fund) Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Enhanced Income ETF, Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Government Income Fund Quarter 3 Holdings
December 29 2025
Third quarter holdings based on fund's fiscal year end.
December 29 2025
Institutional High Yield Bond Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Institutional High Yield Bond Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Institutional High Yield Bond Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Institutional High Yield Bond Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Institutional Tax-Free Cash Trust Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
International Dividend Strategy Portfolio Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
International Dividend Strategy Portfolio Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
International Dividend Strategy Portfolio Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
International Dividend Strategy Portfolio Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Kaufmann Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Kaufmann Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Kaufmann Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Kaufmann Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Kaufmann Large Cap Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Kaufmann Large Cap Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Kaufmann Large Cap Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Kaufmann Large Cap Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Kaufmann Small Cap Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Kaufmann Small Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Small Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Small Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Small Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Small Cap Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
Kaufmann Small Cap Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Kaufmann Small Cap Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Kaufmann Small Cap Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
MDT All Cap Core Fund Quarter 1 Holdings
December 29 2025
First quarter holdings based on fund's fiscal year end.
December 29 2025
MDT Balanced Fund Quarter 1 Holdings
December 29 2025
First quarter holdings based on fund's fiscal year end.
December 29 2025
MDT Large Cap Growth Fund Quarter 1 Holdings
December 29 2025
First quarter holdings based on fund's fiscal year end.
December 29 2025
MDT Large Cap Value Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Large Cap Value Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
MDT Large Cap Value Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
MDT Large Cap Value Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
MDT Mid Cap Growth Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
MDT Mid Cap Growth Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Mid Cap Growth Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Mid Cap Growth Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Mid Cap Growth Fund Annual Shareholder Report
December 29 2025
The fund’s annual report highlights key fund information, including expenses, performance, statistics, holdings, and material changes, if applicable.
December 29 2025
MDT Mid Cap Growth Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
MDT Mid Cap Growth Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
MDT Mid Cap Growth Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
MDT Small Cap Core Fund Quarter 1 Holdings
December 29 2025
First quarter holdings based on fund's fiscal year end.
December 29 2025
MDT Small Cap Growth Fund Quarter 1 Holdings
December 29 2025
First quarter holdings based on fund's fiscal year end.
December 29 2025
Max-Cap Index Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Max-Cap Index Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Max-Cap Index Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Mid-Cap Index Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Mid-Cap Index Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Mid-Cap Index Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Muni and Stock Advantage Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Muni and Stock Advantage Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Muni and Stock Advantage Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
New York Municipal Cash Trust Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
SDG (Sustainable Development Goals) Engagement Equity Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Short-Intermediate Government Fund Quarter 3 Holdings
December 29 2025
Third quarter holdings based on fund's fiscal year end.
December 29 2025
Strategic Value Dividend Fund Annual Financial Statements
December 29 2025
The fund's annual financial statements provide shareholders with information such as recent performance, portfolio information and financial information.
December 29 2025
Strategic Value Dividend Fund Prospectus
December 29 2025
The fund's Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
Strategic Value Dividend Fund Statement of Additional Information
December 29 2025
The Statement of Additional Information offers detailed information about the fund's policies, operations, management, investments and risks.
December 29 2025
Strategic Value Dividend Fund Summary Prospectus
December 29 2025
The fund's Summary Prospectus contains information including the fund's investment objective and strategies, principal investments, risks of investing in the fund, and sales charges, management fees and other expenses.
December 29 2025
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