Minimum Initial Investment & IRA

Minimum Initial Investment - Class A Shares

Regular Accounts: $2,500
IRA Accounts $2,500
Automatic Investment Plan $2,500
Subsequent Minimum for all Accounts $50

 

Minimum Initial Investment - Class I Shares

Regular Accounts: $1,000,000
IRA Accounts $1,000,000
Automatic Investment Plan $10,000
Subsequent Minimum for all Accounts $10,000

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. The prospectus, which contains more complete information about this and other matters, should be read carefully before investing. To obtain a prospectus, please call 888-933-5391 or visit keeleyfunds.com.