U.S. Investors

Order Materials

Fund Documents

Please click on a link below, then use the toolbar at the top of the page to download PDF documents or request materials from IVA Funds.

Fund Literature

To download PDFs, please click on the link next to each document. To request prints, please select a quantity from the pull-down menu, and fill in your contact information in the form below. For more than 10 copies of any requested item, please call the mutual fund sales desk at (877) 874-2999.

IVA Worldwide Fund Portfolio Composition (01/12):

IVA International Fund Portfolio Composition (01/12):

IVA Worldwide Fund Fact Sheet (4Q 11):

IVA International Fund Fact Sheet (4Q 11):

IVA Worldwide Fund Quarterly Review (4Q 11):

IVA International Fund Quarterly Review (4Q 11):

IVA Funds Newsletter - "An Owner's Manual":

IVA Funds Newsletter - "Stock picking makes a difference":

Third Party Reprints

Morningstar Fund Manager Q&A "IVA's de Vaulx: Gold Still Seems Underowned" - (09/11):

Morningstar Advisor Magazine "Undiscovered Manager" - (02/03 11):

Applications and Forms

New Account Application:

IRA Account Application:

IRA Transfer Form:

IRA Account Kit:

IRA Distribution Form:

IRA Conversion Form:

IRA Recharacterization Form:

IRA Beneficiary Designation Form:

Shareholder Services Form:

TOD Beneficiary Designation Form:

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