Account holders will receive a variety of communications from Virtus Investment Partners throughout the year. Many of these documents can be delivered online.
|Includes investment summary page, transaction, and market value report for each Fund.
|Confirms all account transactions to your account but excludes automated transactions.
|Fund Annual and Semiannual Reports
|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.
|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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