The annual report is distributed to all fund shareholders within 60 days of the Funds fiscal year end and contains pertinent Fund information, such as:
For investment purposes outside of retirement, you may want to establish a regular investment account. To open a regular account, please print and complete the Performance Funds Regular Account Application. (PDF)
The Simple IRA is a tax deferred retirement plan provided by sole proprietors or small businesses. Contributions are made by both the employee and the employer and grow tax deferred until withdrawn. Performance Funds Simple IRA Application. (PDF)
Allows for tax-deductible contributions (when you meet certain income limits) from workers and non-working spouses. Earnings accumulate tax-deferred and are taxed upon withdrawal at your then current tax rate. Withdrawals prior to the age of 59 1/2 are subject to a 10% IRS penalty as well as being taxed as ordinary income. To open an account, please print and complete the Performance Funds Traditional IRA Application. (PDF)
Allows for pre-tax contributions from workers and non-working spouses. Earnings accumulate tax-deferred and are not taxed upon withdrawal. To open an account, please print and complete the Performance Funds Roth IRA Application. (PDF)
Allows for pre-tax contributions to fund college tuition and related expenses, as well as state-accredited elementary and secondary school expenses. To open an account, please print and complete the Performance Funds Coverdell Education IRA Application. (PDF)
If you require assistance completing any application, please call:Performance Funds Shareholder Services1-800-PERFORM (737-3676)Monday - Friday 8:00 a.m. to 5:00 p.m. Central
Special redemption account for shareholders of the Performance Funds Money Market Funds. Checkwriting Signature Card. (PDF)
Trustmark Investment Advisors, Inc. serves as the investment advisor to the Performance Funds and receives a fee from the funds for its services.
These funds may not be available for sale in all states. Contact your investment professional concerning how/if you can purchase shares of the Performance Funds. Composition of each fund's holdings is subject to change.
An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-737-3676. Please read the prospectus carefully before investing.
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