Order Literature


Fact Sheet

Equity Funds

Fund Name
Behavioral International Equity Fund
Behavioral Large Cap Value Equity Fund
Behavioral Small Cap Value Equity Fund
Equity Income Fund
Long/Short Equity Fund
Mid Value Fund
SMID Opportunities Fund
Special Opportunities Fund
Sterling Capital Stratton Mid Cap Value Fund
Sterling Capital Stratton Real Estate Fund
Sterling Capital Stratton Small Cap Value Fund

Fixed Income Funds

Fund Name
Corporate Fund
Intermediate U.S. Government Fund
Kentucky Intermediate Tax-Free Fund
Maryland Intermediate Tax-Free Fund
North Carolina Intermediate Tax-Free Fund
Securitized Opportunities Fund
Short Duration Bond Fund
South Carolina Intermediate Tax-Free Fund
Total Return Bond Fund
Ultra Short Bond Fund
Virginia Intermediate Tax-Free Fund
West Virginia Intermediate Tax-Free Fund

Asset Allocation Funds

Fund Name
Diversified Income Fund
Strategic Allocation Balanced Fund
Strategic Allocation Growth Fund

Prospectus

Equity Funds

Retail Inst'l Fund Name
Behavioral International Equity Fund
Behavioral Large Cap Value Equity Fund
Behavioral Small Cap Value Equity Fund
Equity Income Fund
Long/Short Equity Fund
Mid Value Fund
SMID Opportunities Fund
Special Opportunities Fund
Sterling Capital Stratton Mid Cap Value Fund
Sterling Capital Stratton Real Estate Fund
Sterling Capital Stratton Small Cap Value Fund

Fixed Income Funds

Retail Inst'l Fund Name
Corporate Fund
Intermediate U.S. Government Fund
Kentucky Intermediate Tax-Free Fund
Maryland Intermediate Tax-Free Fund
North Carolina Intermediate Tax-Free Fund
Securitized Opportunities Fund
Short Duration Bond Fund
South Carolina Intermediate Tax-Free Fund
Total Return Bond Fund
Ultra Short Bond Fund
Virginia Intermediate Tax-Free Fund
West Virginia Intermediate Tax-Free Fund

Asset Allocation Funds

Retail Inst'l Fund Name
Diversified Income Fund
Strategic Allocation Balanced Fund
Strategic Allocation Growth Fund

Request Account Forms

Automatic Investment Plan Form
Automatic Withdrawl Plan Form
Check Writing Signature Card (for Deposit Accounts Only)
Cost Basis Election Form
Coverdell Education Savings Account Application
Form 5304 Simple
Form 5305 SEP
Institutional Accoutn Application
IRA Beneficiary Designation Change Form
IRA Distribution Form
IRA Recharacterization Form (External)
IRA Recharacterization Form (Internal)
Required Minimum Distribution (RMD) Form
Retail Account Application
Roth IRA Conversion Form (External)
Roth IRA Conversion Form (Internal)
SIMPLE IRA Application
SIMPLE IRA Distribution Form
Traditional/Roth/SEP IRA Application
Transfer on Death Beneficiary Registration Form
W-9 Form Request for Tax Payer Identification Number and Certification

Contact Information





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