Forms & Documents You Need

Before investing, consider the funds’ investment objectives, risks, charges and expenses. A free prospectus is available for download above or by calling 1-800-866-0614. The prospectus contains important information which should be read carefully before investing. 

Regulatory Documents

Prospectus

Financial Statements – June 30, 2024

Financial Statements – December 31, 2023

Statement of Additional Information (November 1, 2024)

First Quarter Holdings – September 30, 2024

Third Quarter Holdings – March 31, 2024

Proxy Voting Record – Year ended June 30, 2024

Shareholder Reports Dated June 30, 2024:

Alabama Tax-Free Income Series

Kentucky Tax-Free Income Series

Kentucky Tax-Free Short-to-Medium Series

Mississippi Tax-Free Income Series

North Carolina Tax-Free Income Series

North Carolina Tax-Free Short-to-Medium Series

Tennessee Tax-Free Income Series

Tennessee Tax-Free Short-to-Medium Series

Intermediate Government Bond Series

Taxable Municipal Bond Series

Forms

ACH Bank Account Setup Form

Automatic Investment Form

Certification Regarding Beneficial Owners

Change of Address Form

Dividend and Capital Gain Changes

Telephone Redemption and Exchange Authorization

Transfer on Death (TOD) Rules, Instructions & Form

 

Other Information

2023 Tax Information

Frequently Asked Questions

Business Continuity Plan Summary

Dupree Code of Ethics

For IRA information or applications, please call 1-800-866-0614

Please read and complete the appropriate forms and mail or fax to the following:
DUPREE MUTUAL FUNDS | P.O. Box 1149 | Lexington, KY 40588-1149 | FAX (859)254-1399