Min Initial Investment

1,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

0.5

Min Subsequent Investment

50

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, 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 - 10.24.2024
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• 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
• CommonWealth Core
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load 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
• FTJ FundChoice
• Robert W. Baird & Co.
• Bear Stearns Load-Waived NTF
• HSBC Brokerage (USA) Inc
• JPMorgan INVEST
• WFA MF Advisory Updated 3.3.25
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• WR Hambrecht Co LLC
• Sterne, Agee & Leach, Inc.,
• EP Fee Large
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade TF
• Scottrade NTF
• Standard Retirement Services, Inc.
• Ameriprise Financial
• SB Fidelity Advisor 401(k)
• Diversified 401(k)
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• SB Pychx OFS C
• DWS Retirement Sevs Investment Offerings
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• 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
• Trust Company of America
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 3.3.25
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• E-Plan Services, Inc.
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Vanguard Load
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• Smith Barney Portfolio Manager
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Fidelity Advisor 401(k) A Shares
• WF MFAQ Screen Updated 12/31/2016
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 10.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab Existing Shareholders Only
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Prudential Advisors Command
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 2
• LPL Brokerage Availability - November 2024
• Thrivent – Retail Eligible
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available

The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities of U.S. issuers and derivatives that have similar economic characteristics to such securities. Large cap equity securities are equity securities that at the time of purchase have a market capitalization within the range of companies included in the Russell 1000® Growth Index. In order to manage cash flows into or out of the fund effectively, it may buy and sell financial futures contracts or options on such contracts.