Croft Funds Applications

All forms are in PDF format, requiring Adobe Acrobat Reader® software. If you do not already have this software, click here to download it for free.

Croft Funds Prospectus Croft Funds - Update to Prospectus (Fee Reduction) Statement of Additional Information (SAI) Current Annual Report Current Semi-Annual Report

Regular Account Application IRA Application ROTH IRA Application Croft Funds Automatic Investment Form

Please mail completed forms to:

Mutual Shareholder Services, LLC
Attn:  Croft Funds Corp. 
8000 Town Centre Drive
Suite 400
Broadview Heights, OH 44147


To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions, including Croft Funds Corp, to obtain, verify and record information that identifies each person who opens an account. What this means for you : When you open an account, you will need to provide your name, address, date of birth and other information that will allow us to identify you.

Please contact us at 800 551-0990 to find out more about the services that Croft-Leominster has to offer to retail and institutional investors.