American Performance Funds - Forms & Reports

Annual Report as of 08/31/07
(PDF)

The annual report is distributed to all fund shareholders within 60 days of the Funds fiscal year end and contains pertinent Fund information, such as:

Portfolio manager commentary
Performance and statistics
Statements of assets and liabilities
Schedules of portfolio holdings

Mid Year Report as of 02/29/2008
(PDF)

Equity Funds Prospectus as of 01/01/08 (PDF)
Bond Funds Prospectus as of 01/01/08 (PDF)

Money Market Funds Administrative Shares Prospectus as of 01/01/2008 (PDF)

The prospectus is designed to provide you with additional information about the policies and practices of the American Performance Funds, including:

Investment objectives and risk factors
Pricing, purchasing, exchanging and selling fund shares
Dividend and distribution schedule
Overview of the investment advisor, distributor and administrator and other organizations who service the Funds

Equity and Bond Funds Statement of Additional Information dated 01/01/08 (PDF)

Money Market Funds Statement of Additional Information dated 01/01/08 (PDF)

Privacy Policy Statement (PDF)

This notice to shareholders outlines the types of information collected and the circumstances under which such information may be disclosed to third-parties not affiliated with American Performance Funds, but perform services for the Funds.

Regular Account

For investment purposes outside of retirement, you may want to establish a regular investment account. To open a regular account, please print and complete the American Performance Funds Regular Account Application. (PDF)

Traditional IRA

Allows for tax-deductible contributions (when you meet certain income limits) from workers and non-working spouses. Earnings accumulate tax-deferred and are taxed upon withdrawal at your then current tax rate. Withdrawals prior to the age of 59 1/2 are subject to a 10% IRS penalty as well as being taxed as ordinary income. To open an account, please print and complete the American Performance Funds Traditional IRA Application. (PDF)

Roth IRA

Allows for pre-tax contributions from workers and non-working spouses. Earnings accumulate tax-deferred and are not taxed upon withdrawal. To open an account, please print and complete the American Performance Funds Roth IRA Application. (PDF)

IRA Distribution Form

To request a total or partial distribution, due to death, disability or retirement, or to begin a systematic withdrawal plan, please print and complete the American Performance Funds IRA Distribution Form. (PDF)

If you would like more information regarding the benefits and features of a Traditional or Roth IRA, please visit Retirement Central.

Applications should be mailed to:

Regular Mail
American Performance Funds
P.O. Box 182730
Columbus, OH 43218-2730

Overnight Delivery
American Performance Funds
3435 Stelzer Road
Columbus, OH 43219

If you require assistance completing any application, please call:

AP Shareholder Services
1-800-762-7085
Monday - Friday 8:00 a.m. to 5:00 p.m. Central

Portfolio Holdings as of 06/30/2008 (PDF)

Portfolio Holdings as of 05/31/2008 (PDF)

Portfolio Holdings as of 04/30/2008 (PDF)

Portfolio Holdings as of 03/31/2008 (PDF)

Mutual funds, annuities, and other investments are:

not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government of any state
not deposits, obligations, or guaranteed by Cavanal Hill Investment Management, Inc. or its affiliates
subject to investment risks, including possible loss of the principal amount invested

Past performance is no guarantee of future results. Investment return and net asset value will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost.

For more complete information on American Performance Funds including charges and expenses view our prospectus on-line or call 800 762-7085. Please read the prospectus carefully before investing or sending money.

Distributor: BOSC, Inc., a subsidiary of BOK Financial Corp.