Min Initial Investment

2,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.25

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible - 01.24.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Dreyfus NTF
• Ameriprise Brokerage
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• CommonWealth NTF
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• WFA MF Advisory Updated 4.3.24
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade NTF
• Standard Retirement Services, Inc.
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• 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
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 8.1.23
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• E-Plan Services, Inc.
• Investacorp NTF
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• Smith Barney Portfolio Manager
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2023
• Schwab All (Retail, Instl, Retirement)
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Pershing Retirement Plan Network
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund normally invests at least 80% of its assets in equity securities. It principally invests in common stocks of U.S. issuers. The fund may invest in stocks of small-, large-, or mid-size companies. It may purchase shares of exchange-traded funds (ETFs), including to establish a diversified position in a particular sector of the market or to manage cash flows.