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Below you will find all of the necessary documents to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. If you have any questions, please call us directly so that we can provide you with the appropriate assistance at (800) 225-8778.

You can view the form and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.

Current Annual Report

Current Semi-Annual Report

Individual, IRA, and Trust Accounts

S.A.I.
IRA Disclosure Statement
Account Beneficiary Designation

Individual Investor Accounts
Regular Account Application
Signature Card (for checking)
Automatic Investment Plan

IRA Accounts
IRA/ROTH IRA Application
IRA Application Class A
IRA Transfer Form
IRA Distribution Form

Account Maintenance
Change of Registration
Change of Address

Prospectuses


Prospectus - S

Prospectus - K


401(k) Investors

Fund Exchange Form
IRA to 401(k) Transfer Form
Enrollment Form
Distribution Package
Beneficiary Form

Please select the appropriate form above and click on the link to view and print the PDF document.

If you have any questions, please feel free to contact us at (800) 225-8778.

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If you have questions or need assistance, please call (800) 225-8778 or send us an email.

 

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