Min Initial Investment

1,000

Min Initial Investment, IRA

2.5

Min Initial Investment, AIP

10

Min Subsequent Investment

1,000

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

1

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• UBS Financial Services Inc
• Comerica Bank
• H&R Block Financial Advisors Inc
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• JPMorgan
• Vanguard
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• 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
• CommonWealth Core
• Vanguard NTF
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• Robert W. Baird & Co.
• RBC Wealth Management-Network Eligible
• Standard Retirement Services, Inc.
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• MSWM Brokerage
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• Waddell & Reed Choice MAP Flex
• H Beck Inc.
• Securities America Inc.
• Morgan Stanley Portfolio Management
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab Retirement Only
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Waddell & Reed MAPNavigator
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Allowab (non-advisory)

Under normal market conditions, approximately 60% of the fund's net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40% of the fund's net assets will be allocated to underlying funds that predominantly invest in fixed-income instruments, including U.S. government securities and money market instruments ("Target Allocation").