Min Initial Investment

500

Min Initial Investment, IRA

--

Min Initial Investment, AIP

0.5

Min Subsequent Investment

50

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Ausdal Financial Partners Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• E TRADE Financial
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Vanguard
• T. Rowe Price
• (Junk)CommonWealth PPS
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• Dreyfus NTF
• Ameriprise Brokerage
• Federated TrustConnect NTF
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• RBC Wealth Management-Advisory Eligible
• Ameriprise SPS Advantage
• Mony Securities Corp
• CommonWealth NTF
• SunAmerica Securities Premier / Pinnacle
• ETrade No Load NTF
• ETrade No Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• DATALynx IMS
• WFA MF Advisory Updated 4.3.24
• RBC Wealth Management-Network Eligible
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade NTF
• TIAA-CREF Brokerage Services
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• Protected Investors of America NTF
• JP MORGAN NO-LOAD 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
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• Investacorp NTF
• ING Financial Partners Inc.
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• WF MFAQ Screen Updated 12/31/2016
• 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
• Thrivent – Retail Eligible
• Avantax
• Mid Atlantic Clearing and Settlement

The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.