Services: Communications
Account holders will receive a variety of communications from Virtus Investment Partners throughout the year. Many of these documents can be delivered online.
Documents | Frequency | Description |
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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