Sentences with phrase «gains distributions due»

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

@Mark — as long as Vanguard is mindful not to create large capital gains distributions due to the changes, I see this as a positive change.

Not exact matches

ETNs are uniquely advantaged when it comes to capital gains, as due to their note structure, they don't make capital gains distributions.

At a massive event in Germany, a new e-reader was announced today that should gain a massive amount of traction due to the companies involved in the development and distribution.

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

For example, a total return of 20 % means the security increased by 20 % of its original value due to a price increase, distribution of dividends (if a stock), coupons (if a bond) or capital gains (if a fund).

Due to their more passive approach to investing, there tends to be less turnover of securities within an ETF, resulting in less frequent triggering of Capital Gains and the potential for lower capital gains distributions at year -Gains and the potential for lower capital gains distributions at year -gains distributions at year - end.

Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs.

An income dividend or capital gain distribution gets deducted from a fund's share price on the ex-date, even if the fund price ended overall either up or down for the day due to market fluctuations.

• Due to its investment strategy, the fund may make higher capital gain distributions than other ETFs Additional Risks for ROAM: Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments.

However, due to their more passive approach to investing, there tends to be less turnover of securities within an ETF, resulting in less frequent triggering of capital gains and the potential for lower capital gains distributions at year - end.

But it also gives potential total return a boost due to the fact that total return is comprised of investment income (dividends or distributions) and capital gain.

● Due to their investment strategies, the funds may make higher capital gain distributions than other ETFs.

Under the backup withholding provisions of Section 3406 of the Code, distributions of taxable net investment income and net capital gain and proceeds from the redemption or exchange of the shares of a regulated investment company may be subject to withholding of federal income tax in the case of non-exempt shareholders who fail to furnish the investment company with their taxpayer identification numbers and with required certifications regarding their status under the federal income tax law, or if the Fund is notified by the IRS or a broker that withholding is required due to an incorrect TIN or a previous failure to report taxable interest or dividends.

This is considered an active approach and investors holding these funds in taxable accounts will likely incur a higher exposure to tax liabilities due to short term and long term capital gains distributions relative to those incurred by passively managed funds.

The low turnover of ETFs leads limit capital gains distributions and, due to a unique structure for ETFs, even rebalanced indexes do not necessarily have to buy and sell.