Documents & Forms

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.

Documents

Prospectus

Statement of Additional Information (SAI)

Forms

Taxable Accounts:

Account Application — Individual, Joint Tenants, Gift to Minors, Trust or Corporations

Individual Retirement Accounts (IRAs):

IRA Application — Traditional, SEP, or Roth IRA

Required Minimum Distribution Election Form

IRA Distribution Request Form

Self Certification Late Rollover Contribution

Roth IRA Conversion (External)

Roth IRA Conversion (Internal)

Beneficiary Change Form – Traditional, SEP, Roth or SIMPLE

Inherited IRA application – Traditional, SEP or Roth IRA

Inherited IRA Distribution Request Form

Inherited IRA Spouse Beneficiary Inheritance Request Form

Inherited IRA Non-Spouse Beneficiary Inheritance Request Form – Non-spouse, Trust, Estate, or Entity

SIMPLE IRA Application

SIMPLE IRA Distribution Request Form

SIMPLE IRA — Beneficiary Change 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.