The following sections will allow you to specify details about your new account.
You will be presented with options regarding:
The new account process takes about 10-15 minutes to complete. Once you are finished and have verified your data, you will have online access to your new account. It usually takes one to two business days for the fund to verify your account application and confirm receipt of your initial purchase. A confirmation will be sent to you once this process is complete.
For your convenience we have added screen shots below so you can preview the process and collect the necessary information before proceeding.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online .
Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.