Sentences with phrase «gains distribution over»

Just based off of the dividends and capital gains distribution over the last year, VDIGX pays a bit more tax, assuming short term cap gains max bracket of 33 %.

Not exact matches

Breadth was fairly good, with advancing issues holding a strong lead over declines, but the distribution of gains focused clearly on battered «leaders» such as EMC, GE, Oracle, Dell, and Intel, all which bounced by more than 10 %.

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

Most evaluations of early education programs show that such programs improve children's school readiness, specifically their pre-academic skills, although the distribution of impact estimates is extremely wide, and gains on achievement tests typically fade over time.

A U.S. - based team of mathematicians and optometrists is working to change this by gaining a better understanding of the inner workings of tear film distribution over the eye's surface.

Collectively, our results show that the regional distribution of DNA gains and losses over time have been highly dynamic and most likely the result of complex interactions between genome organisation, genome biology and transposon activity.

The speed and magnitude of climate change may mean that increased forest mortality and contractions in forest distributions will outpace any gains in forest growth and productivity over the long run, leading to a net loss of forested area in Montana.

He reports, «With respect to the distribution of DC's total gains in NAEP scores over grades 4 and 8 between 2000 - 09, Vance accounted for a 46 % share of the total gain, Janey 30 % and Rhee 24 %.»

Google has released a new series of distribution figures for its Android OS, showing substantial gains for Android Oreo and Nougat over the past few several weeks.

Self - publishing came out ahead, and I believe it's because self - published authors gain so much (specifically, monetary rewards and control over every aspect of their work) and sacrifice so little by way of media recognition, credibility, and distribution / sales potential.

This made it possible for an author to gain instant distribution to potential readers all over the world.

I was wondering what you meant by «avoid making overarching decisions (such as distribution) based on getting short term gains over the long term benefits.

Total return includes interest, capital gains, dividends and distributions realized over a given period of time.

A few years ago, the company acquired its bottlers as a way of gaining more control over its distribution chain.

Over the past four years the fund large long - term capital gain distributions.

Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12 - month period.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

However, despite the latter, the fund may not be the most tax - efficient one: over the last three years, its long - term capital gain distributions averaged 11.5 % of the distribution NAV.

In addition, over the past five years the fund produced considerable capital gain distributions, which made it less suitable for taxable investment accounts.

Although consisting mostly of long - term capital gains, the fund's recent substantial distributions (over 5 % of NAV in each of 2013 and 2014) made it less suitable for taxable accounts.

Despite a low turnover rate, the fund has historically produced significant long - term capital gain distributions, e.g. over 15 % of the NAV in 2014 and 6 % in 2013.

This is because you have no control over when a mutual fund pays a distribution of capital gains.

While the fund had no short - term capital gain distributions since 2004, and recently shifted its focus away from income, its long - term capital gain distributions could be quite large, such as the one of over 5 % of the net asset value (NAV) in 2013.

The formula requires payment to shareholders during a calendar year of distributions representing at least 98 % of the Fund's ordinary income for the calendar year and at least 98.2 % of its capital gain net income (i.e., the excess of its capital gains over capital losses) realized during the one - year period ending October 31 during such year plus 100 % of any income that was neither distributed nor taxed to the Fund during the preceding calendar year.

Distributions of taxable net investment income and the excess of net short - term capital gain over net long - term capital loss are taxable to shareholders as ordinary income.

Dividends from net investment income (including any excess of net short - term capital gain over net long - term capital loss) are taxable to investors as ordinary income, while distributions of

[1] The change in value of an investment over a given period, assuming reinvestment of any dividends and capital gain distributions, expressed as a percentage of the initial investment.

For example, if a fund has its year end distribution on 12/30 and you buy on 12/29, you may get the tax bill for the distribution even though you didn't any gains in the fund over the day you held it.

While on the subject, here's the way we like to think about the value of paying an advisor to construct an investment portfolio for the purpose of producing a sustainable retirement paycheck: Take the total amount of their fees, expenses, and commissions and divide that by the amount of income realized over the past year (don't count share sales as income, just dividends and capital gains distributions).

The way of distribution and our channel mix has changed significantly over the last few years with OTAs gaining more and more market share.

Strategic Logistics & Supply Chain Manager with over 25 years of Demonstrated knowledge and Results - oriented leadership in the areas of Project Management Category and Supplier Management Financial Management Multiple Budget Management Quality & Efficiency Control Supply Chain Management and Inventory Management Distribution Management Competitive Contract Negotiations and Cost Reduction & Revenue Gain.

With regard to the distribution of assets and liabilities, some of the tricks I've seen clients attempt to use in order to gain advantage over the other party in mediation include: