Shareholder Resources / Account Information / Account Types

Account Types

Individual or Joint Ownership

These are intended for your general investment needs. Individual accounts are owned by one person. Joint accounts can have two or more owners.

Gift or Transfer to Minor (UGMA/UTMA)

These custodial accounts let you give money to a minor for any purpose. This gift is irrevocable and the minor gains control of the account once he/she reaches the age of majority. Your application should include the minor’s social security number.

Trust for Established Employee Benefit or Profit-Sharing Plan

The trust or plan must be established before you can open an account. Please include the date of the trust or plan on the application.

Business or Organization

This account is for a group such as a corporation, association, partnership or similar institution. Along with your application, please enclose a certified corporate resolution that indicates which officers are authorized to act upon the account.

To obtain an account application either call toll-free 800.276.2883 or download and print an application.

You should consider the investment objectives, risks, charges and expenses of the Funds before investing. You may obtain the prospectus here or by calling 800.276.2883. The Funds are subject to risks, which are described in the prospectus. In particular, when compared to mutual funds that focus on larger capitalization companies, shares of the Funds may be more volatile because of the focus on smaller capitalization companies, which may have more limited product lines and fewer capital resources. The Funds’ value investing strategy also involves risks. Value stocks can perform differently from the market as a whole and can be undervalued by the market for long periods of time. You should read the prospectus carefully before investing.