Fund Reports - register your preferences here
New rules by the U.S. Securities and Exchange Commission (SEC) permit certain funds to mail you a notice of the availability of your annual and semi-annual reports (beginning January 1, 2021) instead of a full paper report. This notice will provide a website address where you can view the full report.
If you wish to continue receiving full reports by mail, you must let us know by selecting the Full Report option under Paper Reports here.
There is no charge for shareholder reports. Both the notice of the report and a complete report by mail are free of charge.
Many investors now opt to go paperless and receive reports electronically, typically by e-mail. If you currently receive shareholder reports electronically, you will continue to receive them this way and no action is required.