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Investing is easy with Stratton Mutual Funds. Once you have taken a look at Strattons’ mutual fund options, all you have to do is download a prospectus and statement of additional information. The prospectus will give you more detailed information about all of the funds, so please read it carefully before making a decision. When you are ready to make your investment, click on “How to Buy Fund Shares” on the table of contents for a full explanation of how to purchase shares of the funds by mail or by wire. Initially, all you need is $2,000 to open an account. Once you’ve opened the account you can invest as much or as little as you want. You can even set up an Automatic Investment Plan if you would like to invest on a regular basis.

Stratton Mutual Funds are no-load, which means you pay no sales charges or commissions when you purchase shares of the Funds. However, there are certain fees and expenses associated with the overall management and maintenance of the Funds. The prospectus contains more complete information about these fees and expenses. Please read it carefully before investing.

Stratton's Automatic Investment Plan lets you take advantage of dollar-cost averaging.
Dollar-cost averaging is a method of buying the same dollar amount of a stock or mutual fund each month (or week or other period) so that the price you buy averages out over time. You may buy low or high, but in the long run your total cost is averaged. More shares are purchased for the same amount of money when the share price drops; fewer shares are purchased for the same amount of money when the share price is higher. Most importantly, dividends always are reinvested and automatically become part of your portfolio. This systematic approach saves you from the turmoil of trying to time the market. You can disregard current market conditions and emphasize on long-term growth.

How does the Automatic Investment Plan work?
Stratton's Automatic Investment Plan allows you to have your investment debited directly from your checking, savings or bank money market account* on a regular basis. The Plan requires that you have an initial minimum balance of $2,000 in order to participate and the minimum periodic investment is $100. Take advantage of dollar-cost averaging today. Download our prospectus and statement of additional information which contains an application and more complete information about the Plan.

* Only an account maintained at a domestic financial information institution that is an Automated Clearing House member may be so designated. A Fund may alter, modify or terminate this Plan at any time.