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ABC Investment Plan®
The ABC Investment Plan® Provides You with an Opportunity to Automatically Invest in Our Funds
with a Lower Initial Investment.
To sign up for the ABC Investment Plan,® simply complete section 8 of your new account application.
Saving is as easy as ABC! This systematic approach to investing, called dollar-cost averaging, provides
you with a disciplined program for achieving your financial goals. With an initial investment amount of
$100 and a minimum monthly investment of $30, this savings program allows you to automatically invest on a
monthly basis. Simply choose the amount you want to invest and the day of the month (between the 1st
and 28th) you want to invest it. According to your instructions, we will transfer the money from your
checking account and invest it in the fund of your choice.
Monthly investing is easy and affordable.
Long-term goals like buying a home, saving for college or building a retirement nest egg are achieved more
easily when you put aside a little each month. Automatic reinvestment and compounding of dividend income adds momentum to the building of your wealth. And, because the amount you invest stays the same, your money buys more shares when the price is low and fewer shares when the price is high.
A program of regular investing doesn't assure a profit or protect against loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.
Attention
parents and grandparents:
Did you know...?
The ABC Investment Plan® is a powerful tool for teaching children the rewards of saving and investing regularly. With the ABC Investment Plan,® they can watch their savings grow and witness the benefits of compounding earnings over time. These invaluable financial lessons can provide a lifetime of benefits.
Not part of prospectus
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