UAT Advisor Solutions UAT

 

Prospectuses & Fund Reports

Our most recent fund documents are available below. If you prefer to receive these documents by mail, please fill out our Literature by Mail form, or call 1-800-633-3330. For annual tax information, please click here.

Y shares are only available to certain institutional investors. Please click here for other share classes.

Equity

Equity Funds
Fund Name Summary Prospectus Prospectus SAI Fiscal Holdings Financial Reports
1Q 3Q Annual Semi Annual
Global Allocation Fund
Global Growth Fund
Growth Fund
International Growth Fund
Small Cap Growth Fund
Small Cap Value Fund
Small/Mid Cap Growth Fund

Fixed

Global

Global Funds
Fund Name Summary Prospectus Prospectus SAI Fiscal Holdings Financial Reports
1Q 3Q Annual Semi Annual
Global Allocation Fund
Global Bond Fund
Global Growth Fund

International

International Funds
Fund Name Summary Prospectus Prospectus SAI Fiscal Holdings Financial Reports
1Q 3Q Annual Semi Annual
International Growth Fund

Multi

Multi-Asset Funds
Fund Name Summary Prospectus Prospectus SAI Fiscal Holdings Financial Reports
1Q 3Q Annual Semi Annual
Global Allocation Fund

SMA

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