Document & Information Center

Information Statement

Product Sheet

Municipal Cooperation Agreement

2024 Holiday Calendar

Fund Enrollment Packet

Additional Sub-Accounts Form

Rating Announcement (Sept. 2022)

Month-End Factsheets

Empire Fund (April 2024)

Empire Fund (March 2024)

Empire Fund (February 2024)

Excelsior Fund (April 2024)

Excelsior Fund (March 2024)

Excelsior Fund (February 2024)

*Performance factsheets from prior months are archived here.

S&P Global Pool Profiles

Empire Fund (Q1 2024)

Excelsior Fund (Q1 2024)

*2023 audit is complete and available upon request.