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

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

thumbnail of Q3 2019 Portfolio Update

Q3 2019 Portfolio Update

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thumbnail of Q3 2019 Performance Snapshot

Q3 2019 Performance Snapshot

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Q3 2019 Fund Fact Sheet

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19(A) - September 16, 2019

19(A) – September 16, 2019

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thumbnail of Total Income+ Sub Advisor Brochure

Total Income+ Sub Advisor Brochure

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thumbnail of TI+ Fund 2019 Semi-Annual Report

Semi-Annual Report (3.31.2019)

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Class A Prospectus

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Class C Prospectus

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Class I Prospectus

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Class L Prospectus

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Statement of Additional Information (SAI)

Statement of Additional Information (SAI)

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thumbnail of TI+ Repurchase and Distribution Calendar 2019

TI+ Repurchase & Distribution Calendar 2019

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Client Account Login Instructions

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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.