The prospectus and applications can be downloaded by clicking on the appropriate links below.You may need to download Adobe Acrobat Reader to view these files. Please read the prospectus carefully before investing. Understand the risks.
Forms
For Taxable Accounts:
• Cost Basis Information Letter
Individual Retirement Account — Traditional, SEP, or Roth IRA
Roth IRA Conversion Form:
• External
• Internal
IRA Required Minimum Distribution Election Form
Combined IRA Distribution Request Form
Self Certification Late Rollover Contribution
SIMPLE IRA — Individual Retirement Account (2021)
SIMPLE IRA — Beneficiary Change Form
SIMPLE IRA Distribution Request Form
As with all mutual funds, the Securities and Exchange Commission has not approved or disapproved of this Fund’s shares or determined whether this prospectus is accurate or complete. Anyone who tells you otherwise is committing a crime.
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The Prospectus contains this and other information about the fund – please read it carefully before you invest.