Optimization | Portfolio Analysis

Make the most out of your investments by fine-tuning your approach.

Track Your Mutual Fund Investment Performance with Fund Reports

Commonwealth Funds believes investors should track mutual fund investment performance by reviewing the semi-annual and annual fund reports. These are instrumental to measure their value.

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.

Click a year to open and view a report.