Discover the B. Riley ADVANTAGE for Yourself
Smaller companies represent some of the best thinking the future has to offer. When you invest in the Fund, you, in effect, are hiring the same team that many of Wall Street's most sophisticated hedge fund managers and institutional investors turn to for the research they need.
Getting the facts about B. Riley Diversified Equity Fund's performance history begins with downloading our Factsheet.
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Prospectus & Forms
- Fund's Prospectus [PDF]
- Fund Summary Prospectus [PDF]
- Statement of Additional Information (SAI) [PDF]
- Regular Account Application [PDF]
- Simple IRA Application [PDF]
- Roth IRA Application [PDF]
- IRA Transfer Letter [PDF]
- Traditional/SEP IRA Application Form [PDF]
- Coverdell Education Savings Distribution Form [PDF]
- Annual Report - For the Year Ended December 31, 2018 [PDF]
- Semi-Annual Report for period ended June 30, 2018 [PDF]
- World Funds Trust Privacy Notice [PDF]