SELECT YOUR INVESTMENT. Please select the Series and enter the amount or percentage (percentages must equal 100%) of investment for each Series. The minimum initial investment is $2,000 per Series, unless otherwise indicated. SERIES SHARE CLASS PERCENTAGE OR AMOUNT Pro-Blend Conservative Term 104 204 504 304 % $ Pro-Blend Moderate Term ▇▇▇ ▇▇▇ ▇▇▇ 301 % $ Pro-Blend Extended Term 102 202 502 302 % $ Pro-Blend Maximum Term 105 205 505 305 % $ Disciplined Value 226 1126 % $ Equity (2) 122 % $ Real Estate 127 1127 % $ Overseas 221 1121 % $ Rainier International Discovery 265 1165 % $ Core Bond 123 1123 % $ High Yield Bond 128 1128 % $ Unconstrained Bond 124 224 % $ Diversified Tax Exempt 109 % $ NY Tax Exempt 110 % $ 1 For Institutional clients only. The minimum initial investment on I and Z shares is $1,000,000.
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Sources: Simple Individual Retirement Account (Ira) Application and Adoption Agreement
SELECT YOUR INVESTMENT. Please select the Series and enter the amount or percentage (percentages must equal 100%) of investment for each Series. The minimum initial investment is $2,000 per Series, unless otherwise indicated. The minimum is waived if you sign up for the Automatic Investment Plan in Section XI. SERIES SHARE CLASS PERCENTAGE OR AMOUNT Pro-Blend Conservative Term 104 204 504 304 % $ Pro-Blend Moderate Term ▇▇▇ ▇▇▇ ▇▇▇ 301 % $ Pro-Blend Extended Term 102 202 502 302 % $ Pro-Blend Maximum Term 105 205 505 305 % $ Disciplined Value 226 1126 % $ Equity (2) 122 % $ Real Estate 127 1127 % $ Overseas 221 1121 % $ Rainier International Discovery 265 1165 % $ Core Bond 123 1123 % $ High Yield Bond 128 1128 % $ Unconstrained Bond 124 224 % $ Diversified Tax Exempt 109 % $ NY Tax Exempt 110 % $ 1 For Institutional clients only. The minimum initial investment on I and Z shares is $1,000,000.
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SELECT YOUR INVESTMENT. Please select the Series and enter the amount or percentage (percentages must equal 100%) of investment for each Series. The minimum initial investment is $2,000 250 per Series, unless otherwise indicated. The minimum is waived if you sign up for the Automatic Investment Plan in Section XII or the Payroll Deduction Program. SERIES A S (2) SHARE CLASS I (1) R (2) L (2) Z (1) PERCENTAGE OR AMOUNT Pro-Blend Conservative Term 104 204 504 304 % $ Pro-Blend Moderate Term ▇▇▇ ▇▇▇ ▇▇▇ 301 % $ Pro-Blend Extended Term 102 202 502 302 % $ Pro-Blend Maximum Term 105 205 505 305 % $ Disciplined Value 226 1126 % $ Equity (2) 122 % $ Real Estate 127 1127 % $ Overseas 221 1121 % $ Rainier International Discovery 265 1165 % $ Core Bond 123 1123 % $ High Yield Bond 128 1128 % $ Unconstrained Bond 124 224 % $ Diversified Tax Exempt 109 % $ NY Tax Exempt 110 % $ 1 For Institutional clients only. The minimum initial investment on I and Z shares is $1,000,000.
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SELECT YOUR INVESTMENT. Please select the Series and enter the amount or percentage (percentages must equal 100%) of investment for each Series. The minimum initial investment is $2,000 per Series, unless otherwise indicated. The minimum is waived if you sign up for the Automatic Investment Plan in Section XIV. SERIES SHARE CLASS PERCENTAGE OR AMOUNT Pro-Blend Conservative Term 104 204 504 304 % $ Pro-Blend Moderate Term ▇▇▇ ▇▇▇ ▇▇▇ 301 % $ Pro-Blend Extended Term 102 202 502 302 % $ Pro-Blend Maximum Term 105 205 505 305 % $ Disciplined Value 226 1126 % $ Equity (2) 122 % $ Real Estate 127 1127 Callodine Equity Income 145 1145 % $ Overseas 221 1121 % $ Rainier International Discovery 265 1165 % $ Core Bond 123 1123 % $ High Yield Bond 128 1128 Credit Series 144 244 % $ Unconstrained Bond 124 224 % $ Diversified Tax Exempt 109 % $ NY Tax Exempt 110 % $ 1 For Institutional clients only. The minimum initial investment on I and Z shares is $1,000,000.
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