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.
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
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 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.