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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 1545-2224 See separate instructions. Reporting
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Highmark Large Cap Value is a mutual fund that focuses on investing in large-cap value stocks.
Investors who hold shares in the Highmark Large Cap Value mutual fund are required to report it on their tax return.
You can fill out the Highmark Large Cap Value form provided by the mutual fund company or report it on your tax return.
The purpose of Highmark Large Cap Value is to provide investors with exposure to large-cap value stocks in order to potentially generate returns.
Investors must report their total investment in the fund, any dividends or capital gains received, and any transactions made during the tax year.
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