Min Initial Investment

2,500

Min Initial Investment, IRA

--

Min Initial Investment, AIP

1

Min Subsequent Investment

100

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• Comerica Bank
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Schwab Institutional
• JPMorgan
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Ameriprise Brokerage
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Ameriprise SPS Advantage
• CommonWealth Core
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• Ameritas NTFN
• Scottrade TF
• Ameriprise Financial
• Fidelity Advisor 401(k) I Shares
• Morgan Stanley Select UMA
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• ADP Access Open Fund Architecture
• RBC Wealth Management-Wrap Eligible
• H Beck Inc.
• Securities America Inc.
• Vanguard TF
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Fidelity Advisor 401(k) A Shares
• Schwab All (Retail, Instl, Retirement)
• Schwab Retirement Only
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 2
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may seek to earn additional income through lending its securities to certain qualified broker-dealers and institutions on a short-term or long-term basis, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination.