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Product Literature

All Funds

Prospectus
(07/24)
SAI
(07/24)
Annual Report*
(03/24)
Portfolio Holdings
(06/23)
Semi-Annual Report*
(09/23)
Portfolio Holdings
(12/23)
*Includes portfolio holdings

(06/24)
(06/24)
(06/24)
(07/24)

Equity

Name Fact Sheet
Commentary
Summary Prospectus
Large Cap Equity Fund
(formerly Value Fund)
Multi Cap Equity Fund
(formerly Partners Value Fund)
Partners III Opportunity Fund

Allocation

Name Fact Sheet
Commentary
Summary Prospectus
Conservative Allocation Fund
(formerly Balanced Fund)



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