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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 | Amount | 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 Documents
1099-DIV forms and annual tax summaries
Tax Notice
All dividends paid by Alta Nova High Income Fund are reported to the IRS. Please consult your tax advisor regarding the treatment of investment income. 1099-DIV forms are mailed by January 31st each year.
Account Profile
Your account details and contact information
Personal Information
Investment Details
Fund Manager Contact
CIO
Hooman Altafi
Schedule Consultation
Book via Calendly →
SEC CRD#
145001 · CA & NY
Fund Website
altanovafunds.com →
Messages
Notices and announcements from Alta Nova
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