Investor Relations

Regan Investors: Note 2022 Tax Form Availability Schedule for Each Investment Fund

2022

FundEstimatesAnnual Statements1099 FormsFinal K1 FormsAudited Financial StatementsDelivery
RCOFDecember 28-29, 2022N/AN/AExpected April 20, 2023Expected April 29, 2023Will be available on Finomial
RECOFDecember 28-29, 2022N/AN/AExpected April 20, 2023Expected April 29, 2023Will be available on Finomial
RSOFBy March 10, 2023N/AN/AExpected June 30, 2023Expected June 30, 2023Will be available on Finomial
Co InvestmentsBy March 10, 2023N/AN/AExpected June 30, 2023Expected June 30, 2023Sent via mail
Mutual FundN/AIssued in Feb 2023Issued in Feb 2023N/AExpected October / November, 2023Sent via mail