Financial reports
N-CEN
Annual report (registered investment company)
11 Aug 23
N-CSR
Certified annual shareholder report (management investment company)
8 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Feb 23
N-CEN
Annual report (registered investment company)
12 Aug 22
N-CSR
Certified annual shareholder report (management investment company)
9 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Feb 22
N-CEN
Annual report (registered investment company)
12 Aug 21
N-CSR
Certified annual shareholder report (management investment company)
6 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Feb 21
N-CEN
Annual report (registered investment company)
14 Aug 20
Current reports
No filings
Registration and prospectus
N-14/A
Registration statement for investment companies business combination (amended)
10 Mar 21
N-14
Registration statement for investment companies business combination
5 Feb 21
N-14
Registration statement for investment companies business combination
5 Feb 21
N-14/A
Registration statement for investment companies business combination (amended)
15 Jan 21
N-14/A
Registration statement for investment companies business combination (amended)
15 Jan 21
N-14/A
Registration statement for investment companies business combination (amended)
15 Jan 21
N-14/A
Registration statement for investment companies business combination (amended)
15 Jan 21
N-14
Registration statement for investment companies business combination
20 Nov 20
N-14
Registration statement for investment companies business combination
20 Nov 20
N-14
Registration statement for investment companies business combination
20 Nov 20
Proxies
DEF 14C
Information statement
25 Mar 24
DEF 14C
Information statement
16 Nov 23
N-PX
Annual report of proxy voting record
30 Aug 23
DEF 14C
Information statement
29 Jun 23
DEF 14C
Information statement
29 Jun 23
DEF 14C
Information statement
29 Jun 23
DEF 14C
Information statement
19 Dec 22
DEF 14C
Information statement
19 Dec 22
DEF 14C
Information statement
20 Oct 22
N-PX
Annual report of proxy voting record
30 Aug 22
Other
CORRESP
Correspondence with SEC
3 Aug 22
CORRESP
Correspondence with SEC
30 Nov 21
EFFECT
Notice of effectiveness
12 Mar 21
CORRESP
Correspondence with SEC
10 Mar 21
CORRESP
Correspondence with SEC
1 Feb 21
EFFECT
Notice of effectiveness
20 Jan 21
EFFECT
Notice of effectiveness
20 Jan 21
EFFECT
Notice of effectiveness
20 Jan 21
EFFECT
Notice of effectiveness
20 Jan 21
CORRESP
Correspondence with SEC
5 Jan 21
Ownership
NPORT-P
Conservative Growth Lifestyle Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Stock Index Fund (Feb 2024 report)
26 Apr 24
NPORT-P
International Opportunities Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Inflation Protected Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Moderate Growth Lifestyle Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Dynamic Allocation Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Large Capital Growth Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Government Securities Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Systematic Core Fund (Feb 2024 report)
26 Apr 24
NPORT-P
Emerging Economies Fund (Feb 2024 report)
26 Apr 24