Min Initial Investment

1,000

Min Initial Investment, IRA

2.5

Min Initial Investment, AIP

0.5

Min Subsequent Investment

50

Min Subsequent Investment, IRA

0.25

Min Subsequent Investment, AIP

0.5

• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• UBS Financial Services Inc
• Protected Investors of America
• E TRADE Financial
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• DATALynx
• DATALynx NAV
• 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
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• Robert W. Baird & Co.
• JPMorgan INVEST
• WFA MF Advisory Updated 4.3.24
• RBC Wealth Management-Network Eligible
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade
• Scottrade NTF
• 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
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• U.S. Bancorp Investments, Inc.
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Institutional NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 4.3.24
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• WF MFQ Screen Updated 12/31/2016
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• Morgan Stanley Portfolio Management
• Smith Barney Portfolio Manager
• Merrill Edge
• PAS
• WF MFAQ Screen Updated 03/31/2015
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Lincoln Investment Planning
• Ameriprise SPS Advisor
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Avantax
• Allowab (non-advisory)

The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. It may invest up to 25% of its net assets in foreign securities, which include foreign debt and foreign equity securities.