Min Initial Investment

1,000

Min Initial Investment, IRA

10

Min Initial Investment, AIP

0.5

Min Subsequent Investment

50

Min Subsequent Investment, IRA

0.5

Min Subsequent Investment, AIP

0.5

• Ausdal Financial Partners Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Comerica Bank
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Vanguard
• 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
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• RBC Wealth Management-Advisory Eligible
• Ameriprise SPS Advantage
• 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
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Scottrade TF
• Scottrade NTF
• Ameriprise Financial
• TIAA-CREF Brokerage Services
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• TD Ameritrade Retail
• TD Ameritrade Institutional
• 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 4.3.24
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• Investacorp NTF
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• HD Vest
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it will invest at least 80% of its assets in equity securities and at least 80% of its assets in dividend paying securities. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. It may also invest in convertible securities and non-convertible preferred stock. The fund may invest up to 25% of its total assets in securities of foreign issuers.