Min Initial Investment

2,000,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Mid Atlantic Capital Corp
• Morgan Stanley - Brokerage Accounts
• Schwab Institutional
• JPMorgan
• Vanguard
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• LPL SAM Eligible - 11.01.2023
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• CommonWealth NTF
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• Ameritas NTFN
• Scottrade TF
• Scottrade NTF
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• Trust Company of America
• MSWM Brokerage
• ADP Access Open Fund Architecture
• Waddell & Reed Choice MAP Flex
• H Beck Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard Load-Waived
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• Cetera Financial Specialists LLC- Premier
• LPL SWM - 01.24.2024
• Schwab All (Retail, Instl, Retirement)
• Schwab Existing Shareholders Only
• Schwab OneSource & NTF (No Load & No Transaction Fee)
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability - February 2024
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund normally invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in: (i) long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts ("REITs"); and (ii) equity-like securities, including individual securities, exchange-traded funds ("ETFs") and derivatives, giving exposure to issuers primarily engaged in the real estate industry.