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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