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 Q3 Portfolio Update

2018 Q3 Portfolio Update

Download PDF

thumbnail of TI+ Fund Brochure

Fund Brochure

Download PDF

19(A) - September 27, 2018

19(A) – September 27, 2018

Download PDF

thumbnail of Total Income+ Sub Advisor Brochure

Total Income+ Sub Advisor Brochure

Download PDF

thumbnail of TI+ Fund 2018 Annual Report

Annual Report (9.30.2018)

Download PDF

thumbnail of TI+ A Shares Fact Sheet Q3 2018

A Shares Fact Sheet Q3 2018

Download PDF

thumbnail of Class A Prospectus

Class A Prospectus

Download PDF

thumbnail of TI+ C Shares Fact Sheet Q3 2018

C Shares Fact Sheet Q3 2018

Download PDF

thumbnail of Class C Prospectus

Class C Prospectus

Download PDF

thumbnail of TI+ I Shares Fact Sheet Q3 2018

I Shares Fact Sheet Q3 2018

Download PDF

thumbnail of Class I Prospectus

Class I Prospectus

Download PDF

L Shares Fact Sheet Q3 2018

L Shares Fact Sheet Q3 2018

Download PDF

thumbnail of Class L Prospectus

Class L Prospectus

Download PDF

thumbnail of TI-Fund-SAI-1.31.17

Statement of Additional Information (SAI)

Download PDF

thumbnail of TI+ Repurchase and Dividend Calendar 2018

TI+ Repurchase & Dividend Calendar 2018

Download PDF

thumbnail of TI+ Fund Supplement (11.5.18)

TI+ Fund Supplement (11.5.18)

Download PDF

thumbnail of TI+ Fund Supplement (6.29.18)

TI+ Fund Supplement (6.29.18)

Download PDF

 

Subscription Applications

thumbnail of tiprx-app

New Account Application

Download PDF

LPL - New Account Application

LPL – New Account Application (A and L Share)

Download PDF

Account Update Form

Account Update Form

Download PDF

Transfer and Assignment of Shares

Transfer and Assignment of Shares

Download PDF

Additional Investment Account Application

Additional Investment Account Application

Download PDF

Automatic Investment Plan (AIP) Form

Automatic Investment Plan (AIP) Form

Download PDF

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

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

Download PDF

First Trust IRA Application - Direct Held

First Trust IRA Application – Direct Held

Download PDF

 

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.