Summary Prospectus - Provided for you to consider before you purchase a Portfolio; more concise and reader-friendly than the long-form prospectus.
Statutory Prospectus - A long-form prospectus that provides a more detailed level of information.
Annual Report – A summary trust report of the Portfolio's performance for the 12-month period.
Semi-Annual Report – A summary trust report of the Portfolio's performance for the 6-month period.
Statement of Additional Information (SAI) - A supplement to the prospectus that provides additional information about a Portfolio and detailed operational disclosures.
Annual/Semi-Annual Financial Statements – A longer document detailing a Portfolio's holdings and other financial information within the annual/semi-annual report for the specified period.
First/Third Quarter Holdings – A document detailing a Portfolio's holdings for the specified period.
Proxy Voting Records – a record of a Portfolio's proxy vote information.
PLEASE CONTACT YOUR FINANCIAL ADVISER FOR ADDITIONAL INFORMATION.