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HOW TO INVEST


The easiest way to invest in our funds is by going through a broker-dealer. Our funds are available at most broker-dealers. You can see a full list of brokerage availability by clicking here.

  1. To invest directly with the funds, please first read the prospectus by clicking here, or request a hard copy by calling 888.878.3944
    • a.   For a new account application, click here
    • b.   For the IRA and Roth account application, click here
    • c.   For the IRA transfer form, click here
    • d.   For an education savings account (ESA), click here
  2. Once you have completed the required documentation, please mail them to the appropriate address, found at the top of each document
  3. If you are an existing shareholder , click here to log in