Min Initial Investment

1,000

Min Initial Investment, IRA

10

Min Initial Investment, AIP

0.5

Min Subsequent Investment

50

Min Subsequent Investment, IRA

0.5

Min Subsequent Investment, AIP

0.5

• Mid Atlantic Capital Corp
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• Schwab Institutional Only
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• Scottrade TF
• Mid Atlantic Capital Group
• RBC Wealth Management-Wrap Eligible
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• DailyAccess Corporation Matrix
• Schwab All (Retail, Instl, Retirement)
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

Under normal circumstances, the fund will invest at least 80% of its net assets in dividend-paying equity securities and at least 40% of its assets outside of the U.S. (unless market conditions are not deemed favorable by fund management, in which case the fund would invest at least 30% of its assets outside of the U.S.). It will primarily invest in common stock, preferred stock, securities convertible into common and preferred stock and non-convertible preferred stock.