Forms & Literature

Application forms are available for download as fillable PDFs. Alternatively, the forms may be printed, signed, and sent by mail or fax.

Contact if you'd like to learn more about any of our Funds.

Tax Information

Application Forms




XBRL Risk/Return

O'Shaughnessy Market Leaders Value® Fund

O'Shaughnessy Small Cap Value® Fund

O'Shaughnessy Enhanced Dividend® Fund

O'Shaughnessy All Cap Core Fund  ( Class A & C )  ( Class I )

O'Shaughnessy Small-Mid Cap Growth Fund

O'Shaughnessy Tactical Asset Allocation Fund  ( Class A & C )  ( Class I )

O'Shaughnessy International Equity Fund  ( Class A )  ( Class I )

O'Shaughnessy Global Equity Fund  ( Class A )  ( Class I )

Contact Information

For Investment Advisers
Ari Rosenbaum, Principal
(203) 975-3340
For Individual Investors
O'Shaughnessy Funds
(877) 291-7827

The O'Shaughnessy Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.


Mutual fund investing involves risk. Principal loss is possible.


The O'Shaughnessy Funds are distributed by Quasar Distributors, LLC.