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Mutual Fund Applications. Information. Find them here.From Annual Reports to Voting Guidelines. And everything in between. Use this information to help manage your holdings.
Click on the blue bars below to access the forms.
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Make sure you read the AARP Funds prospectus before investing. The Statement of Additional Information is also a good source of information.
> View the Prospectus & SAI AARP Funds Prospectus Statement of Additional Information (SAI) AARP Funds Committee Charters |
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Fund performance and allocations. |
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Need to make changes to an existing account, such as add or change a beneficiary, or begin withdrawals from your IRA?
> View the Account Maintenance Forms Shareholder Services Form Check Writing Form IRA Distribution Form Designation of Beneficiary Form Name Change Form Power of Attorney Form Payroll Deduction Form |
View detailed reports on how the AARP Funds voted on proxy issues |
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More background information on our funds.
> View the Additional Information Statement of Additional Information (SAI) Nominating and Governance Committee Charter |
The mutual funds described in this site are sold only to U.S. residents.
An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.
While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.
The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.
AARP Funds are distributed by ALPS Distributors, Inc.