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

Account Application

For Taxable Accounts:

• Cost Basis Information Letter

• Cost Basis Election Form

Individual Retirement Account — Traditional, SEP, or Roth IRA

Roth IRA Conversion Form:

• External

• Internal

Beneficiary Change Form

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.