U.S. Funds
Discover a diverse range of U.S. funds designed to support a variety of investment objectives.
New Account
Online Application
For Individual Investors
Accounts are opened through a series of secure online forms that guide you step-by-step in setting up your account and creating access to Payden's Account Access portal. Please follow the instructions on each page to complete your application. If you have any questions or need assistance, please contact our Shareholder Services team at 800-572-9336 (800-5-PAYDEN).
- Individual Account
- Joint Account
- Uniform Gift/Transfer
If the account application is received in good order by 4:00pm Eastern Time (ET), you will receive that business day's closing NAV price. If the account application is received in good order after 4:00pm ET, you will receive the next business day's closing NAV price.
Online Application
For Other Investor Type
Accounts are opened using a digital application form. Once completed, your application will be submitted directly to our Shareholder Services team for review and processing. You will receive an email confirmation after your application has been submitted. This process does not establish your credentials for Payden's Account Access. Online access must be set up separately after your account has been opened. If you have questions, need assistance, or would like to check the status of your application, please contact our Shareholder Services team at 800-572-9336 (800-5-PAYDEN).
- Business Account
- Sole Proprietorship
If the account application is received in good order by 4:00pm Eastern Time (ET), you will receive that business day's closing NAV price. If the account application is received in good order after 4:00pm ET, you will receive the next business day's closing NAV price.
For Payden Mutual Fund accounts where you direct your own investment,the online portalprovides various transactions that can be facilitated efficiently and securely.
Users have ability to process purchases, redemptions, exchanges, and account updates for personal information, managing automatic investment plans, signing up for e-delivery of statements and tax forms, and viewing account balances and transaction history. In addition, you may also access Digital/Electronic forms that are user-friendly and can be submitted online without the wait associated with mailing paper forms.
Existing users can log in with their credentials, while new users can register. Click the link to access your account today!
Payden Funds Account Access
If you need to change ownership, change banking instructions, and/or redeeming an amount greater than $100K (all requires a Medallion Signature Guarantee), please see the forms below.
Mail a completed forms with original signature and Medallion Signature Guarantee stamp when applicable to the mailing address listed below.
Regular Mail Delivery: Payden Funds
PO Box 534496
Pittsburgh, PA 15253-4496
Overnight Delivery: Payden Funds
Attention: 534496
500 Ross Street 154-0520
Pittsburgh, PA 15262
Shareholder Services & Account Maintenance (Digital Forms)
These forms are completed using a secure digital form process. Once submitted, your request will be sent directly to our Shareholder Services team for review and processing. You will receive an email confirmation after your form has been successfully submitted. If you have questions, need assistance, or would like to check the status of your request, please contact our Shareholder Services team at 800-572-9336 (800-5-PAYDEN).
Shareholder Services & Account Maintenance (Print & Mail Forms)
These forms must be downloaded, completed, and printed. Please sign and mail the completed form to the address listed at the top of the form. Some requests may require a Medallion Signature Guarantee. If you have questions or would like to check the status of your request, please contact our Shareholder Services team at 800-572-9336 (800-5-PAYDEN).
Retirement - New Account
Online Application
For Individual Investors
- Traditional IRA
- Roth IRA
If the account application is received in good order by 4:00pm Eastern Time (ET), you will receive that business day's closing NAV price. If the account application is received in good order after 4:00pm ET, you will receive the next business day's closing NAV price.
Digital PDF Form
Open Inherited IRA Account
Mail a completed forms with original signature and Medallion Signature Guarantee stamp when applicable to the mailing address listed below.
Regular Mail Delivery
Payden Funds
PO Box 534496
Pittsburgh, PA 15253-4496
Overnight Delivery
Payden Funds
Attention: 534496
500 Ross Street 154-0520
Pittsburgh, PA 15262
If the account application is received in good order by 4:00pm Eastern Time (ET), you will receive that business day's closing NAV price. If the account application is received in good order after 4:00pm ET, you will receive the next business day's closing NAV price.
Retirement - Shareholder Services & Account Maintenance
PDF Download Form
Inherited IRA Distribution Form
PDF Download Form
Withholding Election Certificate
PDF Download Form
Non-Spouse Trust Estate or Entity Beneficiary - Inheritance Request Form
PDF Download Form
Spouse - Inheritance Request Form
PDF Download Form
Self-Certification Late Rollover Contribution
PDF Download Form
IRA Beneficiary Change Form
PDF Download Form
Beneficiary Disclaimer Form Trust as Beneficiary
PDF Download Form
Beneficiary Disclaimer Form
PDF Download Form
Re-characterization External
PDF Download Form
Re-characterization Internal
PDF Download Form
Roth IRA Conversion External
PDF Download Form
Roth IRA Conversion Internal
PDF Download Form
Certification of Direct Rollover 529 to Roth IRA
PDF Download Form
Affidavit of Domicile
Some of the documents above are in PDF format, and can only be viewed with Adobe Acrobat Reader.Download the Free Adobe Acrobat Reader.
Request a prospectus, annual report, application forms or other forms via U.S. mail.
For mutual fund fees and standardized quarterly performance, please click here.
For more information and to obtain a prospectus or summary prospectus, please click here. Before investing, investors should carefully read and consider investment objectives, risks, charges, expenses, and other important information about the Fund, which is contained in these documents.
Quoted performance data represent past performance, which does not guarantee future results. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than their original cost. For the most recent month-end performance, which may be higher or lower than that quoted, select this link or call 800 572-9336. The Payden Funds are distributed through Payden & Rygel Distributors, member FINRA.
General Risk Disclosures:
Investment in foreign securities entails certain risks from investing in domestic securities, including changes in exchange rates, political changes, differences in reporting standards, and, for emerging-market securities, higher volatility.
Investment in high-yield securities entails certain risks from investing in investment-grade securities, including higher volatility, greater credit risk, and the issues' more speculative nature.
Investment in equity securities poses certain risks, including a sudden decline in a holding's share price or an overall decline in the stock market. The value of the Fund's investment in any such securities will fluctuate on a day-to-day basis with movements in the stock market, as well as in response to the activities of individual companies whose equity securities the Fund owns. Fund price may fall when the U.S. stock market declines. Moreover, purchasing stocks perceived to be undervalued brings additional risks. For example, the issuing company's condition may worsen instead of improve, or the pace and extent of any improvement may be less than expected.
Interest Rate Risk: As with most funds that invest in debt securities, the income on and value of your shares in the Fund will fluctuate along with interest rates. When interest rates rise, the market prices of the debt securities the Fund owns usually decline. When interest rates fall, the prices of these securities usually increase.
Extension Risk: Rising interest rates can cause the average maturity of the Fund's holdings of mortgage-backed securities to lengthen unexpectedly due to a drop in prepayments. This would increase the sensitivity of the Fund to rising rates and could cause certain of the Fund's investments to decline in value more than they would have declined due to the rise in interest rates alone.
Social Impact Investing Risk (applies to the Payden California Municipal Social Impact Fund): The Fund's policy of investing in municipal securities for which, in the Adviser's opinion, the proceeds raised are used consistent with positive social and/or environmental practices and outcomes could cause the Fund to perform differently compared to other mutual funds that do not have such a policy. The factors that the Adviser considers in evaluating an investment's positive social and/or environmental benefits are part of a proprietary security selection methodology and may change over time. There are differences in interpretations of what it means to promote positive social and/or environmental benefits. While the Adviser believes its definitions are reasonable, the portfolio decisions it makes may differ from others' views.
Municipal Securities Tax (applies to the Payden California Municipal Social Impact Fund): Income from municipal securities may be subject to the Federal alternative minimum tax.
Money Market Risk: An investment in the Payden Cash Balance Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.
Additional Disclosures:
Please note that by your use of this website and/or sending Payden & Rygel any information via this website, you acknowledge that any personal information you provide to us will be subject to our Privacy Notice set forth in Appendix B of our Prospectus here.
The investment strategy and investment management information presented on this website should not be construed to be formal financial planning advice or the formation of a financial manager/client relationship. Payden.com is an informative website designed to provide information to the general public based on our recommendations of investment management and investment strategies and is not designed to be representative of your own financial needs. Nor does the information contained herein constitute financial management advice. The firm makes no warranty or representation regarding the accuracy or legality of any information contained in this website and assumes no liability for the use of said information. Be advised that, as Internet communications are not always confidential, you provide our website your personal information at your own risk. Please do not make any decisions about any investment management or investment strategy matter without consulting with a qualified professional.