Minimum investments
| Initial | $1,000 | |
| Additional | $100 | |
| IRA Initial | $250 | |
| IRA Additional | $100 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
Brokerage availability
| TradeStation Securities | Pershing FundCenter |
| Scottrade Load | JPMorgan |
| Fidelity Retail FundsNetwork | Fidelity Institutional FundsNetwork |
| Ameriprise Brokerage | MSSB Retail Fund |
| Raymond James | CommonWealth Universe |
| RBC Wealth Management-Network Eligible | Firstrade |
| Morgan Stanley - Ntwk/Rdm Only-Brokerage | TD Ameritrade Retail |
| TD Ameritrade Institutional | HDVest - Wells Fargo |
| JP MORGAN LOAD | TD Ameritrade Retail NTF |
| MSSB Brokerage | Vanguard Load |
| Merrill Edge | PAS |