Min Initial Investment

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Min Initial Investment, AIP

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Min Subsequent Investment

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Min Subsequent Investment, AIP

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• TradeStation Securities
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• UBS Financial Services Inc
• E TRADE Financial
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• T. Rowe Price
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Ameriprise Brokerage
• Federated TrustConnect
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• RBC Wealth Management-Advisory Eligible
• Mony Securities Corp
• CommonWealth NTF
• ETrade No Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• Robert W. Baird & Co.
• JPMorgan INVEST
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• WR Hambrecht Co LLC
• Sterne, Agee & Leach, Inc.,
• EP Fee Large
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Firstrade
• Scottrade TF
• TIAA-CREF Brokerage Services
• Thrivent – Advisory Eligible
• 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
• Securities America Advisors
• Protected Investors of America NTF
• JP MORGAN NO-LOAD NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• MSWM Brokerage
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• Waddell & Reed Choice MAP Flex
• Investacorp NTF
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.