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Total Invested
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Total Dividends Earned
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Dividends % of Investment
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Total earned ÷ invested
Current NAV / Share
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Shares Held
Current Portfolio Value
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Based on current NAV
Total ROI
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Value + dividends vs. invested
Recent Dividend Payments
| Date Paid | Amount | Yield (Ann.) | Status |
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Investment Summary
| Detail | Value |
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Dividend History
All dividend payments, net of all fees
| Date Paid | Gross | Advisory Fee | Net Paid | YTD Yield |
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Results are actuals and are not guaranteed. Individual investor results will vary. Past performance is not an indication of future results.
Performance
Your personal dividend yield by year
Monthly Dividends — Most Recent Full Year
Your Annual Dividend Yield
| Year | Total Dividends Paid to You | Your Net Yield | vs. Fund Target (8%) | Payments |
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Fund Annual Returns (All Investors)
| Year | Fund Net Yield | vs. Target (8%) | Status |
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Account Statements
Download your monthly and annual account statements
Tax Summaries
Annual dividend income summaries for your records — not IRS tax forms
Tax Notice
These summaries are provided for your reference only. They are not official IRS forms and should not be used to file your tax return. Your official tax forms are sent to you separately. Please consult your tax advisor regarding the treatment of investment income.
Account Profile
Your account details and contact information
Personal Information
Investment Details
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Fund Manager Contact
CIO
Hooman Altafi
Schedule Consultation
Book via Calendly →
SEC CRD#
145001 · CA & NY
Fund Website
altanovafunds.com →
Messages
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