Our Application
There are multiple ways to invest.
 You call us at (800) 525-2406 and have one of our customer service representatives fill out an application over the phone.
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To fill out an paper application click here.
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Fill out our online application
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If you have a broker, invest thru them.
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Fill out the contact us form below and one of our customer service representatives will fill out an application over the phone.
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Our Literature
Our Breakpoints
Sales charge as %
Sales Charges
Amount of Purchase
Less than
$50,000
$50,000 but less
than $100,000
$100,000 but less
than $250,000
$250,000 but less
than $500,000
$500,000 but less
than $1,000,000
$1,000,000 & overSales
Charge as %
of offering price
5.75%
4.50%
3.50%
2.50%
2.00%
0.00%
of amount invested
6.10%
4.71%
3.63%
2.56%
2.04%
0.00%Dealer
commission
as % of offering price
5.00%
3.75%
2.75%
2.00%
1.60%
0.00%
