How to Invest
The minimum initial investment in the Fund is $2,500. You can invest directly with Bell Funds or through your existing brokerage account. As with any investment, you should review the Fund prospectus to understand the objectives and risks before you invest.
Click here to view or download Prospectus.
Click here to view or download Annual Report.
Click here to view or download Semi-Annual Report.
Open an Account
To invest directly with Bell Funds, your initial purchase request must include:
- a completed and signed investment application form; and
- a check (subject to the minimum amounts) made payable to the Fund.
Click here to access our form library and download an application.
Mail the application and check to:
U.S. Mail: |
Overnight: |
Additional Investments
You may purchase additional shares of the Fund at any time. Each additional mail purchase request must contain:
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For more information, or assistance, please call 888-592-BELL (2355).
Invest Through Your Brokerage Account
Bell Worldwide Trends Fund ® is also available to investors through the following broker-dealers:
- Schwab
- TD Ameritrade
- Scottrade
- E*Trade
- Ameriprise
If your broker-dealer does not currently offer Bell Worldwide Trends Fund ®, please call your broker and request that it be added to your available fund choices.