For former First Investors Funds shareholders
Delaware Funds® by Macquarie offers information in this section to help you better understand the year-end
tax reports that we provide to shareholders. Your tax liability for the Delaware Funds by Macquarie (formerly, First
Investors Funds)* mutual funds that you owned in 2019 is derived primarily from income and capital gains
distributions made by the funds, as well as from personal gains or losses resulting from the sale or exchange of
The First Investors Funds merged into corresponding, newly formed Delaware Funds by Macquarie products effective
close of business Oct. 4, 2019. View the list of funds here.
Your tax information
Client Access gives you full access to your account information, including tax information. To sign up for Client
Access, call our Shareholder Service Center at 800 523-1918.
For more information
Internal Revenue Service
The Internal Revenue Service (IRS) has several publications and Web tools available free of charge to help
taxpayers complete their tax returns. These publications and tools, including IRS Publication 550,
Investment income and Expenses, can be obtained by visiting the IRS website at irs.gov. Publications can
also be obtained by calling the IRS at 800 TAX-FORM (800 829-3676).
Contact the Shareholder Service Center
Request duplicate tax forms by calling our Shareholder Service Center at 800 523-1918, weekdays from 8:30am
to 6:00pm Eastern time.
On April 6, 2019, Foresters Investment Management Company, Inc. (FIMCO), the investment adviser to the First Investors Funds, entered into an agreement with Macquarie Management Holdings, Inc. (MMHI), whereby MMHI, on behalf of its affiliate Delaware Management Company (DMC), a series of Macquarie Investment Management Business Trust (MIMBT), would acquire FIMCO’s asset management business (the “Transaction”). In connection with the Transaction, the Board of Trustees of the First Investors Trusts and the First Investors Fund shareholders approved, pursuant to an Agreement and Plan of Reorganization (the “Agreement”), the transfer of all assets and liabilities of each First Investors Fund to a corresponding, newly formed fund in the Delaware Funds by Macquarie family of funds. The Transaction closed on Oct. 4, 2019.