• REDEEMING SHARES

Systematic Withdrawal Plan (“SWP”)

  • You may arrange to make monthly, quarterly or annual redemptions of $100 or more.
  • Your account balance must be at least $10,000 at the time you begin the plan. The account value is based upon the NAV.
  • Your SWP may be made on the 5th, 10th, 15th or the 20th of each month. If the day you designate falls on a weekend or legal holiday, the distribution will take place on the following business day.
  • The 1.50% redemption fee does not apply to shares redeemed through this plan.
  • Proceeds will be paid by check or ACH transfer.
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