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

0.5

Min Subsequent Investment, AIP

0.5

• Comerica Bank
• Morgan Stanley - Brokerage Accounts
• Merrill Lynch
• CommonWealth PPS
• Fidelity Institutional FundsNetwork
• Ameriprise Brokerage
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation FRIAG
• RBC Wealth Management-Wrap Eligible
• H Beck Inc.
• Securities America Inc.
• Kestra Financial
• Allowab (non-advisory)

The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.