Where can I find more information?

Investors can learn more about a periodic payment plan by reading all of the plan's available information, including its prospectus. The prospectus is the plan's selling document and contains valuable information about the plan and underlying mutual fund investment, such as investment strategies, principal risks, fees and expenses, and past performance. If you know the exact name of a plan, you can obtain a copy of a plan's prospectus by searching the Mutual Fund Prospectuses section of the SEC's EDGAR database and downloading the prospectus for free. A broker selling the plan can also provide you with a copy of the plan's prospectus.

Investors should understand how mutual funds work, what factors to consider, and how they can avoid common problems, before they invest in a periodic payment plan or any mutual fund. Investors seeking to learn more about mutual fund investing should read the SEC's "Invest Wisely: An Introduction to Mutual Funds." For more information about investing wisely and avoiding fraud, please check out the Investor Information section of our website at www.sec.gov/investor.shtml.

Source: http://www.sec.gov/investor/pubs/perpayplans.htm

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