A potential option for clients with investable assets of $200,000 and less. Managed by a team of our senior research analysts, the fund provides active management and diversification at a very reasonable cost.
- Account Application
- IRA Application
- IRA Transfer Form
- Fact Sheet - March 31, 2013
- Prospectus- August 1, 2012
- Annual Report – March 31, 2012
- Statement of Additional Information- August 1, 2012
- Semi-Annual Report – September 30, 2012
- Interactive Data (XBRL) - These zipped files are in the Extensible Business Reporting Language format and can only be viewed using an XBRL viewer.