Minimum investment requirements differ based on the type of account held by the investor. For retirement accounts, such as Traditional, Roth, SEP amd SIMPLE IRAs, the minimum investment for most funds is $1,000.00. For non-retirement accounts, the minimum investment for most funds is $2,000.00.
The initial investment minimum is reduced to $100 when establishing a monthly Systematic Investment Plan for both non-retirement accounts and retirement accounts. This option requires a $100 initial investment and authorizes electronic drafts from the investor’s bank checking or savings account on a monthly basis.
It is important to note that certain funds may have a different investment minimum. Please review the Fund Overview for more specific information. To view the fund prospectus, go to our Fund Literature section and select Filter Literature. Under Literature Type, select Prospectus.