Our Downloads section includes the latest fact sheets, performance updates, presentation materials, and commentaries.
Lipper Leader Press Release
Prospectus
Statement of Additional Information
2018 Annual Report
2017 Annual Report
2016 Annual Report
2015 Annual Report
Semi-Annual Report
XBRL Files*
Fact Sheet
Application
Roth IRA Application
Traditional IRA Application
Latest Investor Letter
Q4 2018
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015