Sentences with phrase «gain distribution expected»

Not exact matches

The Fund is required to distribute capital gains and investment income each year and expects that distributions will consist primarily of capital gains.

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

There are several more factors to consider that I didn't get into (like whether your sale would be classified as a short - term or long - term capital loss, any wash - sale implications, any options premiums you collected, any dividend income you collected, your total capital losses / gains for the year, your eligibility and the amount you can contribute to a tax - deferred account like a 401 (k), if you expect to be in a lower or higher tax bracket when it comes time to take distributions from your tax - deferred account, etc.).

If you expect to withdraw earnings when they're taxable, you're generally better off with a taxable account — especially if you're investing for long - term capital gains, or if the 10 % early distribution penalty will apply.

It's aiming to provide tax - efficient monthly distributions that equal 7 % a year, which are expected to be characterized as capital gains and dividends.

Unlike mutual funds and most ETFs, the Funds are not expected to make distributions with respect to capital gains or income.

The good news is that Vanguard says it does not expect any capital gains distributions from this change.

The Fund is required to distribute capital gains and investment income each year and expects that distributions will consist primarily of capital gains.

The transition to the new benchmarks is not expected to result in material capital gains distributions to shareholders or changes to the funds» expense ratios.

Ariel (ARGFX) is expected to make a sizeable distribution of primarily long - term capital gains on November 20, 2014.

Bethesda, MD — December 18, 2014 — ProShares, a premier provider of alternative ETFs, announced today that it expects that none of its 128 equity and fixed income ETFs will pay any 2014 capital gain distributions.

While the Fund may pay distributions in the early years of its life, the Investment Manager expects that the Fund will ultimately discontinue the payment of distributions, with income and realized gains reinvested instead.

(Etfdb.com: Nov 18, 2009) Michael Johnston discusses in the ProShares announcement that they are expecting to pay zero year - end capital gains distributions for leveraged and inverse ETFs in 2009 as further evidence to disprove the myth that leveraged products lack the tax efficiency of more traditional ETFs.

The parameters are: expected total returns, returns in the form of distributions, inflation assumptions, turnover and tax rates on distributions and capital gains.

«We expect 2011 to be the second consecutive year that shareholders of ProShares ETFs will not have received any capital gain distributions.»

Bethesda, MD, November 29, 2011 — ProShares, the nation's fifth largest ETF provider, 1 announced today that it expects that none of its 108 equity and fixed - income ETFs will pay any 2011 capital gain distributions.

Sit Large - Cap Growth (SNIGX) is expected to make a big long - term capital gain distribution of anywhere from 15 - 25 %.

If you're sitting on unrealized capital losses in investments in taxable accounts, you may want to consider selling shares before the end of the year to realize the loss and apply it against realized capital gains in other investments (including mutual funds, which are expected to make sizable distributions this year).

As you can see, paying taxes on interest / dividends / capital gains distributions along the way in non-tax-qualified accounts ends up being about one - fourth of the amount expected.

Many older Linux distributions still rely on 256 color schemes within console windows, but widespread support for 24 - bit color is expected on all distributions that may gain Windows support.