Download Information/Literature Center
| Tocqueville Funds |
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| New Account Application - Regular |
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| New Account Application - Entity |
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| IRA Application - Traditional, ROTH, SEP & Simple |
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| IRA Transfer Form |
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| Coverdell Education Savings Application |
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| IRA & Coverdell Disclosure Statement and Custodial Agreement |
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| Money Market Forms |
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| New Account Application - Regular |
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| IRA Application - Traditional, ROTH, SEP & Simple |
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| IRA Transfer Form |
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| Tocqueville Funds |
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| Prospectus - 2/28/2021 |
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| SAI - 2/28/2021 |
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| Annual Report - Oct. 31, 2020 |
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| Semi-Annual Report - April 30, 2021 |
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| Quarterly Investor Guide |
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| Portfolio Holdings – Sept 30, 2021 |
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| Holdings - Q1 2021 - 1/31/21 |
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| Holdings - Q3 2021 - 7/31/21 |
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| Money Market |
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| Prospectus - First American Money Market Funds |
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| Existing Shareholder Forms |
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| Additional Investments by Mail Form |
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| Redemption Form |
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| Account Options Change Form |
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| Address Change Form |
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| Checkwriting Signature Card |
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| IRA Beneficiary Addition/Change Form |
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| IRA/Qualified Plan Distribution Request Form |
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| Limited Power of Attorney Form |
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| Registration Change Form |
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| Transfer on Death (TOD) / Paid on Death (POD) Designation Form |
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| Certification of Beneficial Owners |
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| Cost Basis Election |
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| Required Minimum Distribution |
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| Beneficiary Payout Form for IRA Assets |
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| Name Change Form |
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| Reregistration and Redemption Options Form |
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| Annual Distributions |
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| 2021 Distributions - Preliminary 11/16/21 |
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| 2020 Distributions |
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| 2019 Distributions |
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| Special Distribution 2019 - TOPHX and TSELX |
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| 2018 Distributions |
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| 2017 Distributions |
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| 2016 Distributions |
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| 2015 Distributions |
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| 2014 Distributions |
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| Other Tax Information |
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| 2020 Tax Insert |
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| 2020 Tax Guide |
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| 2019 Tax Insert |
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| 2018 Tax Insert |
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| 2017 Tax Insert |
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| 2016 Tocqueville Trust Tax Details |
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| 2015 Tocqueville Trust Tax Details |
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| 2014 Tocqueville Trust Tax Details |
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| 2013 Tocqueville Trust Tax Details |
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| 2012 Tocqueville Trust Tax Details |
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| Tocqueville Funds Family |
Fund Fact Sheet |
| Tocqueville Fund |
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| Opportunity Fund |
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| Phoenix Fund |
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