How to Invest
To invest in one or more of the Activa Funds please follow these simple steps. If you have additional questions on how to establish an account please contact Activa's Shareholder Services Group, at 1(800) 346-2670, for assistance.
| Step 1: |
Obtain and read the Funds' Prospectus.
Potential investors should read the Funds' prospectus carefully before investing or sending any money. The prospectus describes and provides detail on each Fund's investment objective and operating expenses. The Funds' prospectus is available on this site through the link below. You may also request a prospectus to be mailed to you by calling our Shareholder Services Group. |
| Step 2: |
Complete the Funds' shareholder Application.
You may view and print an application though the link above or obtain an application by calling the Shareholder Services Group. The application allows you to choose one or more Activa Fund. Please complete and sign the application.
Activa also has many types of retirement accounts available. To obtain a retirement accounts application please contact the Shareholders Services Group. |
| Step 3: |
Send your check and application.
After reading the prospectus and completing the application you may send the application and check to the address below:
Activa Mutual Funds
2905 Lucerne SE, Suite 200
Grand Rapids, MI 49546
Your initial investment check should be made payable to Activa Mutual Funds. Please note that the Funds do not accept money orders, cashiers checks or cash. |
Distributor: Activa Asset Management, L.L.C.
Past performance is no guarantee of future results. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Current month-end perfomance information is available by contacting Activa Shareholder Services at 1-800-346-2670.
Activa Asset Management, L.L.C. is the investment advisor to the Activa Funds and receives a fee from the funds for its services.
Mutual funds, annuities, and other investments are:
- Not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government or any state
- Not deposits, obligations, or guaranteed by any bank or its affiliates
- Subject to investment risks, including possible loss of the principal amount invested
There is no guarantee that the fund will continue to hold any one particular
security or stay invested in any one particular company. The composition
of the fund's top holdings is subject to change. Performance figures
are historical and reflect the change in share price, reinvested
distributions, changes in net asset value, sales charges and capital
gains distributions, if any.
Investors should carefully consider the investment objectives, risks, and charges and expenses of the Funds before investing. The prospectus provides this and additional information about the Funds. The prospectus can be obtained on-line or by calling 1-800-346-2670. Please read the prospectus carefully
before investing or sending money.
Copyright © 1999-2003 Activa Asset Management L.L.C.
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