Resources & Services

We offer valuable resources for our Investors. Our mutual fund investors can take advantage of these shareholder benefits:

    • Go Paperless

      You can sign up to receive account statements, tax forms and fund reports online instead of by mail.

    • Tax Center

      Please visit our Tax Center for updated information for filing your 2013 tax forms.

    • View 2013 Fund Distributions

    • Investor Guide

      View our family of Mutual Funds with our "New" interactive Quarterly Investor Guide.

  • Investors' Knowledge Base

    Our guide to investment terminology and information to help you make informed decisions.

  • Closed-End Funds

    What they are & why they may be appropriate for your portfolio.

  • Capital Markets Calendar

    Joe Terranova has developed a calendar of key economic indicators and meaningful market events that he'll be watching throughout the month.

Investor Notifications

Important Changes to Cost Basis Reporting
The Emergency Economic Stabilization Act of 2008 includes new requirements, effective January 1, 2012, for mutual fund companies regarding Cost Basis and Internal Revenue Service reporting. Please click here for additional information on how this will affect you.

  • Fund Finder