Annual Statements From FundEX Investments Inc.

If you haven’t already, you should be receiving shortly, your December 31, 2011 statement from FundEX.

This is an annual statement showing your mutual fund holdings as of December 31, 2011 as well as all transactions from the time we made our dealer move to FundEX in May 2011, up to the end of the year. 

Please note that if you also hold GICs in any of your accounts, these will not be shown on your FundEX statement.