Investment Selection. Investment Selection Instructions Step 1: Choose the funds in which you want to invest.
Investment Selection. Purchase by check: make check payable to Conversus StepStone Private Markets Purchase by wire: (wire instructions are on cover page) Class* Amount Initial Investment Minimum** Class T $ $50,000 Class S $ $50,000 Class D $ $50,000 Class I $ $1,000,000 * Investors purchasing Class T, Class S, and Class D Shares may be charged a maximum sales load of up to 3.50%, 3.50%, and 1.50% of the investment amount, respectively. For Class T Shares the 3.50% includes a maximum of 3.00% for upfront selling commission and 0.50% for the placement agent fee. These maximum sales loads may be waived or altered by your broker/dealer or financial advisory firm. Investors purchasing Class I Shares are not charged a sales load. ** For Class T, Class S, and Class D Shares, the minimum subsequent investment is $5,000. For Class I Shares, the minimum subsequent investment is $100,000.
Investment Selection. The minimum initial investment in Class A, Class C and Class N shares is $1,000. The minimum initial investment in Institutional Class shares is $100,000. Make checks payable to the Eventide Funds. Invest the transferred amount according to the following instruction: Eventide Core Bond Fund $ Class A Class C Class N Institutional Class Eventide Dividend Opportunities Fund $ Class A Class C Class N Institutional Class Eventide Exponential Technologies Fund $ Class A Class C Class N Institutional Class Eventide Gilead Fund $ Class A Class C Class N Institutional Class Eventide Healthcare & Life Sciences Fund $ Class A Class C Class N Institutional Class Eventide Limited-Term Bond Fund $ Class A Class C Class N Institutional Class Eventide Multi-Asset Income Fund $ Class A Class C Class N Institutional Class Total $ I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. Third Party checks are not accepted.
Investment Selection. For each new contribution, you can select from any of the Portfolios when you make your contribution as long as investments in those different Portfolios are permissible. The minimum allocation per selected Investment Option is 1% of the contribution amount. Changing Portfolios. Once your Portfolio is selected for a particular contribution, IRS guidance provides that you can move money or transfer from one Portfolio to another twice per calendar year for the same Beneficiary. This limitation applies in the aggregate across all of your accounts for the same Beneficiary under all Qualified Tuition Programs sponsored by the State of New Mexico. You may exchange Units in a Portfolio only for Units of the same Unit Class in another Portfolio. Requesting Additional Information about the Underlying Funds. Additional information about the investment strategies and risks of each Underlying Fund is available in its current prospectus and Statement of Additional Information (SAI). You can request a copy of the current prospectus, the SAI, or the most recent semiannual or annual report, as applicable, of any Underlying Fund by visiting the following Investment Managers’ websites or calling the numbers referenced below. INVESTMENT MANAGER WEBSITE PHONE NUMBER Principal xxxxxxxxx.xxx 800-986-3343 BlackRock* xxxxxxx.xxx 000-000-0000 Vanguard xxxxxxxx.xxx 000-000-0000 JPMorgan xx.xxxxxxxx.xxx 000-000-0000 New York Life** xxxxxxxxxxxxxx.xxx 000-000-0000 * Investment Manager of the iShares Underlying Funds. ** Investment Manager of the MainStay MacKay High Yield Corporate Bond Portfolio. 51 Scholar’s Edge Investment Performance Performance information for the Investment Options is not available in this Plan Description because the Portfolios are new. Portfolio price and performance information will be available after the Portfolios commence operations in December 2019. For up to date price and performance information, go to xxxxxxxxxxxx000.xxx or call us at 0.000.000.0000. The performance of the Portfolios will differ from the performance of the Underlying Investments. The Portfolios may have higher expense ratios than the Underlying Investments. Portfolio performance may also be affected by cash flows into and out of the Portfolios; typically, the Portfolio purchases Underlying Investment shares one business day after the date funds are contributed. Depending on market conditions, the collective impact of these differences may cause the Portfolio’s performance to trail or ...
Investment Selection. Make checks payable to the Leader Funds. Invest the transferred amount accordingly to the following instruction: Leader Total Return Fund $ Share Class □ Institutional □ Investor □ Class A □ Class C Leader Short Duration Bond Fund $ □ Institutional □ Investor □ Class A □ Class C Leader Floating Rate Fund $ □ Institutional □ Investor I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus. Please read the prospectus of the Fund selected before investing. Third Party checks are not accepted.
Investment Selection a. Giraffe shall have the power and authority to supervise and direct on a discretionary basis the investments of and for the account of Client, including the purchase and sale of any securities and instruments and any other transaction therein, subject to instructions given by Client to purchase, prefer, avoid, or not to purchase certain securities or types of securities or to maintain certain levels of portfolio risk (the “Guidelines”).
Investment Selection. (The minimum investment in Class A and Investor shares is $2,500. Institutional minimum is $100,000.) Make checks payable to the Absolute Capital Funds. Invest the transferred amount according to the following instruction: Share Class Absolute Capital Asset Allocator Fund $ Absolute Capital Defender Fund $ □ Class A □ Investor □ Institutional □ Class A □ Investor □ Institutional Total $ I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. Third Party checks are not accepted 5. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.
Investment Selection. (The minimum investment in Class A, C, and R shares is $2,500. Class I minimum is $100,000) Make checks payable to the Xxxxxx Funds. Invest the transferred amount according to the following instruction: □ □ □ □ □ □ □ □ Share Class Xxxxxx Managed Income Fund $ Xxxxxx Tactical Dividend and Momentum Fund $ Total $ Class A Class A Class C Class C Class R Class R Class I Class I I acknowledge that I have sole responsibility for my investment choices and that I have received a current prospectus for each Fund and class I select. Please read the prospectus of the Funds selected before investing. Third Party checks are not accepted 5. REDUCED SALES CHARGE Complete this section if you qualify for a reduced sales charge. See Prospectus for Terms & Conditions.
Investment Selection. Funds at the Boston Foundation are invested in the Fund for the 21st Century. Donors may customize the investments of their fund by allocating assets among the following four pools. Please indicate your desired allocation of 100% of assets below. The allocation must total 100%. % Balanced Plus Pool Designed to produce the highest long-term investment return. % Balanced Pool Designed with a 75% allocation to equity-like investments and a 25% allocation to U.S. Treasuries. % Impact Pool A diversified, socially responsible investment option that aims to generate positive social global impact and returns. % Short Term Pool Designed for minimal risk, this portfolio is invested in money market funds and short-term U.S. Treasuries.
Investment Selection. ☐ Purchase by check: make check payable to AB CarVal Credit Opportunities Fund ☐ Purchase by wire: (wire instructions are on cover page) Class* Amount Initial Investment Minimum** ☐ Advisor $ $ 25,000 ☐ Class A $ $ [2,500 ] ☐ Class C $ $ [2,500 ] ☐ Class U $ $ [2,500 ] * Class A Shares may be charged a sales load of up to 2.50% of a Shareholder’s gross purchase. Advisor Shares, Class C Shares and Class U Shares are not subject to a sales load. ** The investment minimum for subsequent purchases is $10,000 for Advisor Shares and $[50] for each of Class A Shares, Class C Shares and Class U Shares.
