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Investment information
Min. initial investment1,500
Min. initial investment, IRA2.5
Min. initial investment, AIP15
Min. subsequent investment100
Min. subsequent investment, IRA1
Min. subsequent investment, AIP0.5
Brokerage availability
ADP Access Open Fund Architecture
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NTF
JPMorgan
Lincoln Investment Planning
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab OneSource & NTF (No Load & No Transaction Fee)
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Vanguard
Vanguard NTF
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