We wanted to send everyone a quick note of confirmation that all Optimize Tax Slips have now been issued and posted to client account objects, along with either being emailed or mailed to clients.
Below, please find a list of Optimize Funds which have issued Tax Slips and those which will not be issuing tax slips this year.
The Below Optimize Funds have Issued Tax Slips this Year:
Optimize Core Equity Fund
Optimize Global Equity Fund
Optimize Asset Allocation Fund
Optimize Diversified Income Fund
Optimize All Growth Portfolio Fund
Optimize Growth Balanced Portfolio Fund
Optimize Balanced Growth Portfolio Fund
Optimize Income Balanced Portfolio Fund
Optimize Income Portfolio Fund
The Below Optimize Funds will NOT Issue Tax Slips this Year:
Optimize Growth Equity Fund
Optimize Premium Yield Fund