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Prospectus & Application

Prospectus & Shareholder Reports

The prospectus contains information about the MUTUALS.com Generation Wave Growth Fund, including risks, fees, and expenses. Please read it carefully before you invest or send money. Each document on this page is in Adobe Acrobat® PDF format and will open into a new window for easy printing. If you do not have the Adobe Acrobat® software on your computer, you need to download their free Reader program.


Fund Prospectus
July 30, 2007
(PDF File, 191k)

Amended Annual Report
March 31, 2007
(PDF File, 62k)
   

Buying Fund Shares Direct from the Fund Company

The MUTUALS.com Generation Wave Growth Fund is available for purchase through MUTUALS.com with a $4,000 minimum investment. To purchase the fund, read the prospectus, then open and print the appropriate document(s) below, fill them out, and mail them to us as instructed.


Regular Account
Application

(PDF File, 229k)

IRA Application
(PDF File, 126k)

IRA Transfer Form
(PDF File, 82k)

IRA Disclosure
Statement

(PDF File, 244k)

Also see:
Simplified Employee Pension IRA 5305-SEP
Proxy Voting Annual Rpt
SAI (PDF File, 521k)
2006 Tax Information Guide
403(b) Agreement
403(b) Application
403(b) Transfer Form
 

Other retirement plans. You may also use the Generation Wave Growth Fund for Keogh, profit sharing and money purchase plans, and 401(k) plans. The plan trustee must establish the appropriate account. MUTUALS.com does not offer prototype plans.

Buying Fund Shares Through Authorized Broker-Dealers

The MUTUALS.com Generation Wave Growth Fund is also available for purchase from many authorized broker-dealers including Charles Schwab, TD Ameritrade, Banc of America Securities, Bear Stearns, Bidwell & Company, BNY Clearing Services, Dreyfus Lion Account, Fidelity Investments, E-Trade, Scottrade, and Wells Fargo Investments. You can open and fund an account at any of these firms and then purchase the MUTUALS.com Generation Wave Growth Fund in that account. Keep in mind that authorized broker-dealers establish their own minimum investment amounts and may charge additional fees for their services.


Privacy Policy

Non-public, personal and financial information provided by MUTUALS.com Generation Wave Fund shareholders is considered private and confidential and will be used by the fund advisor - Mutuals Advisors, Inc., and the fund custodian - US Bancorp, as necessary to provide service to the shareholders. Non-public shareholder information is not shared, distributed, or sold to any other outside company or individual, except as required in order to comply with written requests from law enforcement and regulatory agencies.


Disclosures

This website should not be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

The MUTUALS.com Generation Wave Growth Fund is distributed by Quasar Distributors, LLC.