Sentences with phrase «capital gains distributions»

For mutual funds, this category represents income dividends and short - term capital gain distributions paid.

There are exceptions, such as when you receive capital gain distributions from a mutual fund.

Even if you're not planning to make new purchases this late in the year, you should still understand the implications of capital gains distributions if you hold ETFs in a taxable account.

The relatively high turnover of the fund was likely responsible for considerable capital gain distributions in three out of the last four years, which made the fund less suitable for taxable accounts.

Under federal law mutual funds are required to make capital gains distributions at the end of every fiscal year.

The firm expects to pay capital gain distributions for 35 of its 76 ETFs.

This page includes relevant net income ratio and capital gain distribution information on all Total Dividend Equity Funds.

And if the fund sells bonds in its portfolio at a profit, it pays capital gains distributions to shareholders.

Many ETFs make regular income distributions as well as capital gains distributions.

In addition, the tax on the child's income may be somewhat higher if the child received capital gain distributions.

If there is a large capital gain distribution expected, you might consider waiting until after the distribution is paid to invest new funds.

Mutual funds which are more actively traded often result in higher capital gains distributions which means more taxes paid by investors.

Regarding mutual funds outside an RRSP, the main consideration is that mutual funds can make annual capital gains distributions even if investors continue to hold the fund units.

You'll be realizing and spending the internal realized capital gains distributions though.

You're already being taxed twice on the dividends; why be taxed again with capital gains distributions?

Regarding mutual funds outside an RRSP, the main consideration is that mutual funds make annual capital gains distributions even if investors continue to hold the fund units.

The article talked about how mutual fund companies are changing managers more frequently and those changes are causing portfolio turnover which triggers capital gains distributions.

In addition, despite its modest turnover, the fund had considerable capital gain distributions in 2011, 2013 and 2015, which made it less suitable for taxable accounts.

A fund's per share capital gain distributions are the same for each share class offered.

The reason is that the underlying REITs pay out capital gains distributions which then must flow through to the ETF investor.

That trading tends to result in higher transaction costs and possible taxable capital gains distributions.

Special distributions, including special capital gains distributions, are not included in the calculation.

However, historically bond ETFs have made smaller capital gains distributions than bond mutual funds, as shown below.

In addition, we seek to minimize capital gains distributions by managing the Fund for tax efficiency.

So, in some years you will receive significant capital gains distributions.

Please consult your tax advisor regarding higher capital gains distributions due to a change in portfolio strategy.

This is partly due to near - zero interest rates and yields on just about everything, and then the drastically reduced capital gains distributions in mutual funds (profits).

To understand why these ETFs in particular are paying out capital gains distributions, first you need to understand why most ETFs don't.

Money managers also need to pay attention capital gains distributions in their mutual funds.

These amounts are called capital gain distributions or capital gain dividends.

The next four boxes show capital gains distributions from mutual funds, REITs, collectibles, and small businesses.

These funds avoid issuing dividend or short - term capital gains distributions because this type of income increases the current tax liability of its shareholders.

I wonder what differences and relations are between capital gain distribution and capital gain / loss?

While over the past five years the fund had only small income distributions, it had a substantial capital gain distribution in 2015.

They also allow one to control taxable events better, as random capital gains distributions with mutual funds in taxable accounts can be annoying.

Final income distribution and final capital gains distribution details are both now available.

The date the fund determines who its shareholders are - for it is these «shareholders of record» who will receive the fund's income dividend and / or net capital gains distribution.

Capital gain distributions represent capital gains received by the fund and are taxable, even if the fund invests in tax - exempt securities.

On rare occasions, mutual funds make capital gain allocations instead of capital gain distributions.

Net investment income distribution estimates do not include short - or long - term capital gain distributions the funds may be making.

Find paid, pending and estimated capital gains distribution information for the past two years.

At the end of each quarter, investors can see dividend and / or capital gain distributions from their mutual funds.

Please note that the mutual fund screening process does not look into when large capital gains distributions are about to occur.

Capital gain distributions for 35 of the firm's ETFs were announced earlier today.

There is also less turnover in ETFs than in most actively managed funds, resulting in lower trading costs and fewer taxable events, such as capital gains distributions.

● Due to its investment strategy, the fund may make higher capital gain distributions than other ETFs.

The taxes saved on their growth (dividends and realized capital gains distributions) over the years is not nearly as significant as the industry leads people to believe.

Sales of fund positions at a gain can trigger capital gains distributions — and associated taxes — for the fund's remaining shareholders.

A fund's per share capital gain distributions are the same for each share class offered.