There are three ways to invest in the AHA Investment Funds:

  1. Directly by printing out the New Application Form from this website and complete all of your information with your signature and enclosing a check made out to the "AHA Investment Funds", mailing to the AHA Investment Funds transfer agent at the address listed on the application form.
  2. Through select brokerage firms, financial advisors or mutual fund platforms.
  3. Through your 401k or 403b retirement plan; if the AHA Investment Funds are not currently offered on your plan, ask your Human Resources Officer or Plan Administrator how to add the AHA Investment Funds to your retirement plan selection of mutual funds.

Call us at 1-800-445-1341 if you have questions.

The application forms below can be used for any of the AHA Investment Funds.

Institutional

The I Class shares are designed for investors with over $1 million in investments during the first year.  Typically this includes CFO’s, Directors of Treasury and Corporate Controllers, consultants to pension plans and defined contribution plans, and financial advisors of high net worth individuals, foundation and endowment directors and advisors.  There is no sales load for this fund class.

Download account application [PDF]

Download the Institutional class prospectus (PDF)

 

Individual

The no-sales load N Class shares are designed for individual investors who purchase through a financial institution (including directly through this site), brokerage firm or mutual fund trading platform.  The N Class shares can be used to invest IRA money or personal investments.

Download account application [PDF] 

download IRA transfer application

Download the class N prospectus (PDF)

 

 

Which Fund Is Right for Me?

Socially Responsible Equity Fund
Invests in socially conscious large cap equity securities with a value tilt.
Learn more.

Diversified Equity Fund
Invests primarily in large cap core equity securities with allocations to large cap value and mid cap securities.
Learn more

Balanced Fund
A blend of large cap core equity and aggregate fixed income strategies.
Learn more

Full Maturity Fixed Income Fund
Invests in fixed income securities with an intermediate to aggregate maturity.
Learn more

Limited Maturity Fixed Income Fund
Invests in fixed income securities with a one to five year maturity.
Learn more

 

Financial Documents