Commonwealth Funds believes tracking the performance of your investments with fund reports is instrumental to measure their value. Therefore, our fund managers provide semi-annual and annual investment reports for you to review. Every report details the performance of each fund, as well as the portfolio composition and its percentage towards the total investment, so you know at all times what you’re investing in. The report goes on to list the schedule of investments and identifies financial highlights, such as net value assets from the beginning to end of a period.

If you have questions, contact Shareholder Services at 888.345.1898.