Min Initial Investment

0

Min Initial Investment, IRA

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Min Initial Investment, AIP

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Min Subsequent Investment

0

Min Subsequent Investment, IRA

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Min Subsequent Investment, AIP

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• TradeStation Securities
• Northwestern Mutual Inv Srvc, LLC
• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• UBS Financial Services Inc
• Protected Investors of America
• Comerica Bank
• 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
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• 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
• CommonWealth Core
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• FTJ FundChoice
• Robert W. Baird & Co.
• JPMorgan INVEST
• WFA MF Advisory Updated 4.3.24
• RBC Wealth Management-Network Eligible
• WR Hambrecht Co LLC
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Firstrade
• Ameriprise Financial
• TIAA-CREF Brokerage Services
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• U.S. Bancorp Investments, Inc.
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• Primerica Financial Services
• Northwestern Mutual Investment Services, Llc
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 4.3.24
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• 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
• PAS
• Cetera Financial Specialists LLC- Premier
• NM WMC
• LPL SWM - 01.24.2024
• 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)
• LPL Brokerage Availability - February 2024
• Thrivent – Retail Eligible
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.