How to Invest

The Minimum Initial Investments are:

Institutional Class $100,000
Automatic Investment Plan $1,000

Shares can be purchased through mutual fund supermarkets or platforms offered by broker dealers or other financial intermediaries as well as certain registered investment advisers. Shares may also be purchased directly from the Fund. Please see the Prospectus as well as the Applications under Literature.

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Fact Sheet

New Account Application

Minimum Investment

Institutional Class $100,000
IRA $2,500

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