Prospectus, Forms & Applications

The documents below provide information about Summit Mutual Funds, including a prospectus and account applications. Please select the items you wish to download. To request literature by mail, please call our customer service center at 1-888-259-7565, or submit your request using our online form.

Registration Information


Public Fund
Prospectus
Statement Of
Additional Information


Shareholder Information

Annual Report
Sept. 2007
Semiannual Report
Mar. 2008
Code of Ethics
Jan 2007

Form N-Q
June 30, 2006
Form N-Q
December 31, 2006
Proxy Voting
Guidelines

Applications
Institutional Applications 
Use these applications if you are opening an account for an insurance company or retirement plan, for a foundation, endowment, etc., or if you are a qualified affiliate of the Fund and its Adviser. See the Prospectus for more information.
Retail Applications
Use these applications if you are opening an account directly or through a broker/dealer or RIA, or if none of the conditions for Institutional accounts apply to you.

The documents listed on this page are in Adobe® PDF format. In order to view or print these documents you will need Adobe® Acrobat Reader®.
You may download this software for free from the Adobe® Web site at http://www.adobe.com. However, you may incur charges from your online access provider, if applicable, for time spent online.

* Please check with your employer or payroll department to make sure that your company can accept this type of transaction, before submitting this transaction. Your company may require you to fill out an additional form for payroll purposes. Please make sure to indicate on that form that the account is a checking account, rather than savings, etc.

NOTE: Summit Mutual Funds is not liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third party technologies or programs available on this site. All trademarks and names mentioned herein are the property of their respective owners.

Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses. You may also obtain a prospectus by calling 888-259-7565 . The prospectus should be read carefully before you invest or send money.

Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Summit Mutual Funds in any jurisdiction where to offer or solicit would be unlawful. Shares of the Summit Mutual Funds are offered only to United States residents, and information on this site is intended only for such persons.

Summit Mutual Funds are distributed by Quasar Distributors, LLC.

Fund/Literature Inquiries: 888-259-7565 | Shareholder Services: 888-259-7565
Investment Adviser Services: 513-632-1400


This is a SySys® website.