Min Initial Investment

2,500

Min Initial Investment, IRA

10

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• UBS Financial Services Inc
• Protected Investors of America
• E TRADE Financial
• H&R Block Financial Advisors Inc
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• DATALynx NAV
• Ameriprise Brokerage
• Federated TrustConnect
• Federated TrustConnect NTF
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Ameriprise SPS Advantage
• Mony Securities Corp
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• JPMorgan INVEST
• WFA MF Advisory Updated 8.7.24
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade
• Scottrade TF
• Scottrade NTF
• Standard Retirement Services, Inc.
• Ameriprise Financial
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• U.S. Bancorp Investments, Inc.
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Institutional NTF
• Trust Company of America
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 8.7.24
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• Morgan Stanley Portfolio Management
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Avantax

The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.