Account holders will receive a variety of communications from Virtus Investment Partners throughout the year. Many of these documents can be delivered online.
|Account Statements||Quarterly||Includes investment summary page, transaction and market value report for each fund.|
|Confirmations||Each transaction||Confirms all account transactions to your account but excludes automated transactions.|
|Fund Annual and Semiannual Reports||Annually||Annual and semiannual reports are produced upon the fund's anniversary and six months after the anniversary. Each includes a complete list of holdings for the fund. Annual reports include commentary from the portfolio manager.|
|Prospectus Updates||Annually||Prospectuses are reviewed and updated each year upon the fund's anniversary.|
|Tax Filing Guide and Forms||Annually in January/February/May||Virtus provides the forms you need to file your federal and state taxes, as well as a comprehensive tax filing guide for mutual fund owners.|
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