Sentences with phrase «additional fund shares»

By automatically reinvesting dividends, investors purchase additional fund shares on a regular basis, which over time has the potential to lead to higher future returns.

Mutual funds allow reinvestment of dividends and interest for additional fund shares.

Distribution or payment of a mutual fund's net income (interest and dividend income less fund expenses) to its shareholders, whether paid in cash or reinvested to purchase additional fund shares.

They are taxable whether you take the dividends in cash or reinvest them in additional fund shares.

A fund allows you to reinvest your regular interest payments, no matter how small, in additional fund shares.

The feature Transamerica Funds offers for shareholders to reinvest their dividends or capital gain distributions to purchase additional fund shares, or to direct dividends from one fund to purchase shares of a different Transamerica fund.

You'll pay taxes on mutual fund distributions (unless the mutual funds are held in tax - advantaged accounts such as individual retirement, 401 (k) and 403 (b) accounts), whether you receive your distributions in cash or reinvest in additional fund shares.

A silver lining: When you sell a fund, your cost basis for tax purposes includes not only the amount you invested, but also any distributions you reinvested in additional fund shares.

Distributions are taxable to you for federal income tax purposes, whether or not you reinvest these amounts in additional Fund shares.

I did purchase some additional fund shares in February, before the second tender offer, which turned out to be not a particularly propitious moment to increase my holdings, but overall, notwithstanding the negative developments in the bond market over the past couple of months, my IRR for this investment is just over 10 %.

If you own an income fund that pays both interest and dividends, you can receive the interest as current income and reinvest the dividends in order to purchase additional fund shares.

The date on which a share's dividend and / or capital gain distributions will be reinvested (if requested) in additional fund shares.