Min Initial Investment

1,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

2.5

Min Subsequent Investment

250

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

0.5

• TradeStation Securities
• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• UBS Financial Services Inc
• Protected Investors of America
• E TRADE Financial
• H&R Block Financial Advisors Inc
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• T. Rowe Price
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible - 11.01.2023
• Nationwide Retirement Innovator
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• DATALynx NTF
• DATALynx NAV
• PruChoice Investments
• Dreyfus NTF
• Ameriprise Brokerage
• Federated TrustConnect
• Federated TrustConnect NTF
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Ameriprise SPS Advantage
• Mony Securities Corp
• CommonWealth Core
• CommonWealth NTF
• Vanguard NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• FTJ FundChoice
• Robert W. Baird & Co.
• DATALynx IMS
• Bear Stearns Load-Waived NTF
• JPMorgan INVEST
• WFA MF Advisory Updated 4.3.24
• CommonWealth 401k
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• EP Fee Large
• JPMorgan INVEST NTF
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Firstrade NTF
• CitiStreet (k)Choice R Shares
• Scottrade TF
• Scottrade NTF
• Standard Retirement Services, Inc.
• Ameriprise Financial
• SB Fidelity Advisor 401(k)
• Prudential Retail
• Principal Advantage
• American PlanPremier
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• SB Pychx OFS C
• SB Pychx OFS R
• SB Pychx OFS A
• DWS Retirement Sevs Investment Offerings
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• ING (k)Choice
• ING Framewor(k)
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• Securities America Advisors Top Rated
• Protected Investors of America NTF
• 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
• Trust Company of America
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 4.3.24
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• ADP Access Tier 1
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• E-Plan Services, Inc.
• Investacorp NTF
• 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
• Nationwide Retirement Flexible Advantage
• Smith Barney Portfolio Manager
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Fidelity Advisor 401(k) A Shares
• WF MFAQ Screen Updated 03/31/2015
• 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)
• Nationwide Retirement Innovator Advantage
• Fidelity Advisor 401(k) C Shares
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Prudential Advisors Command
• HD Vest
• ADP Access Tier 3
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access 3(21) Tier 1
• ADP Advisor Access 3(21) Tier 3
• ADP Advisor Access Tier 0
• ADP Advisor Access Tier 1
• ADP Advisor Access Tier 3
• LPL Brokerage Availability - February 2024
• Thrivent – Retail Eligible
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available

The fund is a "fund of funds," which is a term used to describe mutual funds that pursue their investment objective by investing in other funds. It seeks to achieve its investment objective by investing substantially all of its assets in the least expensive class of shares of any actively managed or smart beta funds (including mutual funds or exchange-traded funds) of the Trust, or PIMCO ETF Trust or PIMCO Equity Series, each an affiliated open-end investment company, except other funds of funds.