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.|
Need help? Email or call:
Virtus Mutual Funds: 1-800-243-1574