MUTUAL FUND MATERIALS

Intelligent investments, Independent ideas.

FEATURED EXPERIENCES
Fixed Income Revival Microsite
shortduration
5 Common Mistakes Right Rail
mutual fund materials
  Fact Card Commentary Presentation Quarter-End Holdings
AAM/HIMCO Short Duration Fund download download download download
AAM/Insight Select Income Fund download download download download
AAM/Phocas Real Estate Fund download download download download
additional materials
  Download
2023 Distributions for AAM Fund Family download
Dividend Schedule download
how to invest

The AAM Funds are available through many financial professionals. You may also invest directly with the AAM Funds using the documents below. Please return by mail to:

 AAM Funds New Account Information 
 c/o UMB Fund Services IRA Application
 235 West Galena St IRA Transfer Form
 Milwaukee, Wisconsin 53233 IRA Custodial Agreement
 Phone: 888.966.9661 Roth IRA Custodial Agreement

mutual fund regulatory documents
  Download
AAM Funds Proxy Statement download
  Prospectus Summary
Prospectus
SAI Annual
Report
Semi-Annual
Report
30e3-1Q
Holdings
30e3-3Q
Holdings
AAM/HIMCO Short Duration Fund download download download download download download download
AAM/Insight Select Income Fund download download download download download download download
AAM/Phocas Real Estate Fund download download download download download download download
Bahl & Gaynor Income Growth Fund download download download download download download download

All products shown above may not be available within your firm. Please consult your financial advisor or contact an AAM Representative for more information.

Mutual fund investing involves risk, including the potential loss of principal.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectuses and summary prospectuses contain this and other information about the Fund, and should be read carefully before investing. Click on the applicable links above to obtain a current copy of its prospectus and summary prospectus or call 888.966.9661.

Distributed by IMST Distributors, LLC

CRN: 2020-0316-8112 R