Minimum investments
| Initial | �2,500 | |
| Additional | �50 | |
| IRA Initial | �2,000 | |
| AIP Initial | �1,000 | |
| AIP Additional | �50 |
Brokerage availability
| Pershing FundCenter | Scottrade Load |
| Fidelity Retail FundsNetwork | Fidelity Institutional FundsNetwork |
| Raymond James | CommonWealth Universe |