If you'd like to open a taxable account, please to download an application or open an account online by clicking here.
If you'd like to open an IRA account, please click here to download the application or open an account online by clicking here. If you'd like to transfer funds from an existing IRA, please complete the appropriate IRA transfer forms located below.
If you'd like to open a SEP-IRA, please click here for the application. If you'd like to transfer funds from an existing SEP-IRA, please complete the appropriate transfer forms located below.
Download and complete an account application by filling out the following forms, and then send it back to us at 475 Park Ave S, 9th Floor.
Investments in the Fund are subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Generally, the Fund will be subject to the following additional risks: market risk, management style risk, sector focus risk, foreign securities risk, non-diversified fund risk, portfolio turnover risk, credit risk, interest rate risk, maturity risk, investment grade securities risk, junk bonds or lower-rated securities risk, derivative instruments risk, valuation risks for non-exchange traded options, and real estate securities risk. More information about these risks and other risks can be found in the Fund’s prospectus.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at the link below or by calling Shareholder Services at 1-888-484-5766. The prospectus should be read carefully before investing.
The Fund may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund.