the Iman Fund



(Symbol: IMANX)

Investing with Values
 
Contact Us: 877-417-6161
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Individual Retirement Account (IRA)


The Fund offers Roth and Traditional IRAs for individuals, SEP-IRAs and SIMPLE IRAs for businesses and self employed individuals. IRAs permit investors to save tax free or tax deferred for retirement, depending on which IRA type one opts for. Traditional, SEP and SIMPLE IRAs allow you to deduct your contribution from your current income when filing taxes, but you pay taxes on capital gains when money is withdrawn. Roth IRA does not allow this current year deduction, but the capital gains are not taxed when money is withdrawn.

Please note that the Annual Contribution Limits for Traditional and Roth IRA for 2007 is $4,000 and for 2008, it is $5,000. For SEP IRA and SIMPLE IRAs, check with your tax advisor.

The Fund does not offer tax advice. Please contact your tax advisor to determine how current tax laws may affect your specific situation.

To Open an IRA Account:

New IRA Account:

  • Step 1: Read the Prospectus
  • Step 2: Complete IRA application; click here for a copy - Sections A - D, G are required; F - G are optional
  • Step 3: Enclose check with application in envelope and mail

Transferring IRA Account:

  • Step 1: Read the Prospectus
  • Step 2: Complete IRA application
  • Step 3: Complete IRA Transfer Form
  • Step 4: Enclose forms in envelope and mail

To Set-Up an Automatic Monthly Investment Plan (IRA or Purchase application):

  • Step 1: Read the Prospectus
  • Step 2: On the application, fill in bank name, account number, routing number, and amount.
  • Step 3: Provide a voided check or deposit slip from your bank.
  • Step 4: Enclose voided check or deposit slip with remaining materials in envelope and mail.

 

Since a periodic investment plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his/her financial ability to continue purchases through periods of low price levels. Such a plan does not assure a profit and does not protect against a loss in declining markets.

Account Type Regular Account IRA /Transfer IRA Coverdell Education Savings Account Automatic Monthly Investment
Minimum Investment $250 $100 $100 $50
Maximum Annual Amount NA $5000 $2000 NA

Fund Features

Key Attributes

Calculating Share Price

How to Purchase Shares

How to Sell Shares

Distribution & Taxes

Shareholder Reports & Confirmations

Investment Account

Coverdell Education Savings Account

Fund Composition


Available at:

Mutual fund investing involves risk; principal loss is possible.

 the Iman Fund is distributed by Quasar Distributors, LLC. Allied Asset Advisors is the registered investment advisor of the Fund.
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