Go Back Disclaimer We do not guarantee the accuracy of this information. Further, it is not intended to replace brokerage statements, audited statements or tax reporting forms. Please consult your tax advisor on all tax matters. Investing involves risks, including loss of principal. Performance results do not reflect the deduction of management fees and expenses, but assume reinvestment of dividends and/or interest. Results over short periods are not meaningful. Accounts may experience performance materially different from the composite for various reasons, such as the timing, type and size of capital contributions and withdrawals, and the size and subsequent performance of specific investments. Past performance is not a guarantee of future results.