How To Buy

Before purchasing The Flexible Fund please read the prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses before investing.
Download the Prospectus
Download the Statement of Information
To purchase the fund please use the following forms:
- New Account Application
- IRA Account Application
- IRA Transfer Form
- Account Privileges Change Form
- Cost Basis Election Form
- Roth IRA Custodial Agreement & Disclosure
- IRA Custodial Agreement & Disclosure
In addition, the Flexible Fund is available on many of the leading mutual fund platforms including:
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Fidelity Charles Schwab TD Ameritrade
Financial Advisors please call: 888-467-2300
If you have additional questions please call 1-877-7-THESIS.
*Portfolio composition will change due to ongoing management of the Fund. References to specific securities should not be construed as a recommendation by the Fund, its Advisor or Distributor.
Please note: On December 21, 2011, Thesis Flexible Fund paid its annual year end distribution, which amounted to 8.836% of the NAV on the record date. As is typical, investors in the fund have received their distribution in cash or shares, as elected. The current NAV reflects the distribution paid on December 21 and shareholders retain the value of their investment in cash, shares or a combination of the two.