You'll receive a year-end account report for each investment account you hold. This report includes a detailed view of your account’s performance and the fees associated with it.

Enhanced performance reporting

On the report you will see an individual, or money-weighted, rate of return for each account. The money-weighted rate of return considers not just the performance of the investments you hold in the account, but also the size of any deposits or withdrawals. It is unique to your account and can be a useful tool to help you determine if you are on track to meet your goals.

Man reviews his finances online.

Clarity on fees

Additional details will provide you with clarity regarding the fees we receive in connection with your account. The fees themselves are not changing — the only change is the amount of detail you will see.

Understanding Mutual Fund Fees (PDF, 737 KB) 

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