Min Initial Investment

3,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• TradeStation Securities
• Northwestern Mutual Inv Srvc, LLC
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• Comerica Bank
• E TRADE Financial
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• T. Rowe Price
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible - 10.24.2024
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• PruChoice Investments
• Ameriprise Brokerage
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Vanguard NTF
• ETrade No Load Fee
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• FTJ FundChoice
• Robert W. Baird & Co.
• 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
• Firstrade
• Scottrade TF
• Standard Retirement Services, Inc.
• Principal Advantage
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Nationwide Retirement Clear Adva
• ING Financial Advisers - SAS Funds
• 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
• JP MORGAN NO-LOAD TRANSACTION FEE
• Northwestern Mutual Investment Services, Llc
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 3.3.25
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• 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.
• Morgan Stanley Portfolio Management
• Nationwide Retirement Flexible Advantage
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 10.24.2024
• Schwab All (Retail, Instl, Retirement)
• ADP Access IPS Z
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access Tier 0
• LPL ETP Eligible Brokerage 10.25.2024
• LPL ETP Eligible Advisory 10.25.2024
• LPL Brokerage Availability - November 2024
• Thrivent – Retail Eligible
• Pruco Securities LLC -PruChoice ETF’s
• Pruco Securities LLC -PruUMA ETF’s
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.