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For each fund owned, add the Year-to-date: Dividends shown in the Activity detail sections of your year-end statement for all share classes you own and enter the total next to the funds name in the Dividend column.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
To determine your individual tax situation, please consult your tax advisor.