Individual or Joint Account
An Individual or Joint account allows you to purchase shares directly from the Funds. There are no fees associated with purchases or account maintenance.
These accounts are suitable for investors who:
- Want to purchase shares directly from the fund and to avoid paying brokerage transaction fees on purchases of shares
- Want to invest without the limits typically associated with a retirement or other tax deferred account
- Understand that the account is taxable and are willing to pay yearly capital gains and/or income tax on realized returns