Min Initial Investment

100,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• Fsc Securities Corporation
• National Financial Services, LLC
• Edward D Jones & Co LP
• Woodbury Financial Services Inc
• Mesirow Financial Inc
• Ausdal Financial Partners Inc
• Harbour Investments Inc
• Cetera Advisors LLC
• Stockcross Financial Services Inc
• Planmember Securities Corporation
• Cetera Advisor Networks LLC
• Sagepoint Financial Inc
• Gwn Securities Inc
• Oppenheimer & Co Inc
• UBS Financial Services Inc
• D.A. Davidson & Co
• Protected Investors of America
• Equitable Advisors, LLC
• Brown Brothers Harriman & Co
• Charles Schwab & Co Inc
• Davenport & Company LLC
• E TRADE Financial
• Fidelity Brokerage Services Inc
• H&R Block Financial Advisors Inc
• Janney Montgomery Scott LLC
• Merrill Lynch Pierce Fenner & Smith
• Mid Atlantic Capital Corp
• MML Investors Services Inc
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Prudential Investment Management Inc
• Questar Capital Corporation
• Schwab Institutional
• Securian Financial Services Inc
• Wells Fargo Bank NA
• Sei Private Trust Co
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• Reliance Trust Company
• Stifel Nicolaus & Co Inc
• (Junk)CommonWealth PPS
• First Allied Securities, Inc.
• Cadaret Grant Co. Inc.
• LPL SAM Eligible - 10.24.2024
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• Dreyfus NTF
• Ameriprise Brokerage
• Federated TrustConnect
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Ameriprise SPS Advantage
• Mony Securities Corp
• CommonWealth NTF
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• JPMorgan INVEST
• WFA MF Advisory Updated 3.3.25
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade TF
• Scottrade NTF
• 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
• Met Life Resources MFSP Alliance List
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• J.J.B. Hilliard, W.L. Lyons, Inc.
• Securities America Advisors Top Rated
• Protected Investors of America NTF
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• Northwestern Mutual Investment Services, Llc
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• Empower Financial Services, Inc.
• Cambridge Investment Research
• Morgan Stanley Smith Barney LLC
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 3.3.25
• Bb&t Investment Services, INC.
• Doug Mottet Enterprises, INC.
• BNY Mellon
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Devenir, LLC
• Waddell & Reed Choice MAP Flex
• Investment Centers Of America Inc
• MSCS Financial Services, LLC
• Investacorp NTF
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Jiangsu Akcome Science & Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• American Portfolios Fincls Svc, Inc.
• LPL SWM - 10.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Apex Clearing Corporation
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• HD Vest
• Hilltop Securities
• Kestra Financial
• Ascensus Financial Services LLC
• Ts Phillips Investments Inc
• Rnr Securities LLC
• BrokerageSelect
• Cetera Investment Services LLC
• Folio Investments, Inc
• Hand Securities, Inc
• J W Cole Financial Inc
• Nationwide Investment Services Corporation
• Principal Securities, Inc
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - November 2024
• Thrivent – Retail Eligible
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund primarily invests in common stocks of domestic corporations with medium-sized market capitalizations believed to have growth potential. The adviser believes a company's annual sales volume and the market capitalization are the factors most illustrative of a company's size. The adviser generally considers companies with market capitalizations up to $3 billion as "small," between $3 billion and $25 billion as "medium," and greater than $25 billion as "large."