FUND RESOURCES
Tax & Filing Documents
Recently Added
12/31/2025
Tax Supplements
ICI Secondary
12/31/2025
Tax Supplements
IRS Supplemental Tax Info
12/31/2025
Tax Supplements
ICI Primary
01/01/2024
Tax Supplements
ICI Secondary
01/01/2024
Tax Supplements
ICI Primary
03/10/2023
Form 8937
Short Small-Cap (SHPSX) - Service
03/10/2023
Form 8937
Short Nasdaq-100 (SOPSX) - Service
03/10/2023
Form 8937
Short Nasdaq-100 (SOPIX) - Investor
01/03/2023
Tax Supplements
ICI Primary
01/02/2023
Tax Supplements
ICI Secondary