Our Downloads section includes the latest fact sheets, performance updates, presentation materials, and commentaries.



Statement of Additional Information

2016 Annual Report

2015 Annual Report

Semi-Annual Report

XBRL Files*

Fact Sheet


Roth IRA Application

Traditional IRA Application

Latest Investor Letter

Letter Archive

Q2 2017

Q1 2017

Q3 2016

Q2 2016

Q1 2016

Q4 2015

Q3 2015

Q2 2015

Q1 2015


* XBRL Files : eXtensible Business Reporting Language

The XBRL files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at

Please note that the XBRL file does not include all of the information contained in the Prospectus or Summary Prospectus. To access the full text of a Prospectus or Summary Prospectus, click on the link for each fund in the Prospectus or Summary Prospectus columns above.