Min Initial Investment

0

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Comerica Bank
• Mid Atlantic Capital Corp
• Schwab Institutional
• JPMorgan
• Vanguard
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• LPL SAM Eligible - 10.24.2024
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• CommonWealth NTF
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• Ameritas NTFN
• Scottrade NTF
• Thrivent – Advisory Eligible
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• ADP Access Open Fund Architecture
• H Beck Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• JP Morgan No Load
• LPL SWM - 10.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab Existing Shareholders Only
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• ADP Access Tier 2
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• ADP Access Tier 3
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 2
• ADP Advisor Access 3(21) Tier 3
• ADP Advisor Access Tier 2
• ADP Advisor Access Tier 3
• LPL Brokerage Availability - November 2024
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available

The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.