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Resources

Here we provide a centralized resource for advisors that includes account access and important fund documents and forms.

ACCOUNT ACCESS

Fund Holdings

Quarterly Portfolio Holdings

Small Cap Value and Long/Short Opportunity Fund

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Quarterly Portfolio Holdings

Small Cap Value and Long/Short Opportunity Fund

Download

Prospectuses

Long/Short Equity Fund and Small Cap Value Fund Prospectus

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Summary Prospectuses

Snow Small Cap Value Fund

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Forms and Applications

Easterly Funds Account Preference Change Form

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Easterly Funds Change of Beneficiary Form (Retirement Account)

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Easterly Funds Coverdell Education Savings Account Application

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Easterly Funds IRA FNBO TOA Form

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Easterly Funds IRA & Roth FNBO Application

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Easterly Funds Load SIMPLE IRA FNBO

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Easterly Funds No Load SIMPLE IRA FNBO

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Easterly Funds Non-Qualified Account Application

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Easterly Funds Non-Qualified Transfer of Assets Form

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Additional Filings

Annual Report

Small Cap Value Fund and Long/Short Opportunity Funds

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Semi-Annual Report

Small Cap Value and Long/Short Opportunity Fund

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Statement of Additional Information

Small Cap Value and Long/Short Opportunity Fund

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External Link

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

For media inquiries, please contact press@easterlyfunds.com.