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An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Prospectus which contains this and other information, or call 1-844-GO-INDEX (1-844-464-6339). Read the Prospectus carefully before investing. The Funds are not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested. The Funds are subject to several risk factors which are explained by clicking here.
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 and are subject to investment risks, including possible loss of the principal amount invested. ALPS Distributors, Inc. is the distributor for the Funds and is not affiliated with Index Funds.
A shareholder may obtain a record of the proxy voting information filed with the Securities and Exchange Commission, for the one-year period ending June 30,th by clicking here.
* The Index Group, Inc. (the “Adviser,” formerly known as The Willis Group, Inc. and Index Asset Management, Inc.) has agreed to waive and/or reimburse fees or expenses in order to limit Total Annual Fund Operating Expenses After Fee Waiver/Expense Reimbursement (excluding acquired fund fees and expenses, brokerage expenses, interest expenses, taxes and extraordinary expenses) to 0.25% of the Fund’s average daily net assets for No Load Class shares. This agreement is in effect through July 31, 2018. This agreement may not be terminated or modified by the Adviser prior to this date except with the approval of the Fund’s Board of Trustees.