Bluerock Capital Markets: 877.826.BLUE (2583)
Invest in Fund | | A: TIPRX C: TIPPX I: TIPWX L: TIPLX

The following is a list of Fund information that is available online in PDF format.

thumbnail of 2018 Q2 Portfolio Update

2018 Q2 Portfolio Update

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Fund Brochure

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19(A) - June 28, 2018

19(A) – June 28, 2018

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Total Income+ Sub Advisor Brochure

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Semi-Annual Report (3.31.2018)

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thumbnail of TI+ A Shares Fact Sheet Q2 2018

A Shares Fact Sheet Q2 2018

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Class A Prospectus

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thumbnail of TI+ C Shares Fact Sheet Q2 2018

C Shares Fact Sheet Q2 2018

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Class C Prospectus

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thumbnail of TI+ I Shares Fact Sheet Q2 2018

I Shares Fact Sheet Q2 2018

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Class I Prospectus

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L Shares Fact Sheet Q2 2018

L Shares Fact Sheet Q2 2018

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Class L Prospectus

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thumbnail of TI-Fund-SAI-1.31.17

Statement of Additional Information (SAI)

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thumbnail of TI+ Repurchase and Dividend Calendar 2018

TI+ Repurchase & Dividend Calendar 2018

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thumbnail of Prospectus Supplement dated August 5, 2016

Prospectus Supplement dated August 5, 2016

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Distributor Supplement

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Subscription Applications

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New Account Application

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LPL - New Account Application

LPL – New Account Application (A and L Share)

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Account Update Form

Account Update Form

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Transfer and Assignment of Shares

Transfer and Assignment of Shares

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Additional Investment Account Application

Additional Investment Account Application

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Automatic Investment Plan (AIP) Form

Automatic Investment Plan (AIP) Form

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Transfer On Death (D.O.T.) Form

Transfer On Death (T.O.D.) Form

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First Trust IRA Application - Direct Held

First Trust IRA Application – Direct Held

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Additional Resources

 

Fund Document Request

If you would prefer to receive fund documents via US mail, please click the link below and complete the form. If you’re unsure what to request, or your browser does not support forms, please call 1.844.819.8287 to speak with a shareholder services representative.