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Investment Minimums


Type of Account
Minimum Initial Investment
Minimum Additional Investment
Minimum Account Balance

Regular

- Institutional Class

- Investor Class

 

$10,000

$1,000

 

$250

$100

 

$2,500

$250

Retirement

- Institutional Class

- Investor Class

 

$1,000

$500

 

$100

$100

 

$250

$250

Automatic Investment

- Institutional Class

- Investor Class

 

$2,500

n/a

 

$250

n/a

 

$2,500

n/a



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