Following the 48 % percent market decline in 1973 - 1974, investors made withdrawals from their holdings
of equity mutual funds during 24 consecutive quarters, from the second quarter of 1975 through the first quarter in 1981 (From Jack Bogle's Common Sense on Mutual Funds).
Not exact matches
For the dividend to be considered as qualified divident rather than ordinary dividend, therefore subject to the favoriable tax rate, the dividends must be paid by a U.S. corporation or a qualified foreign corporation and the
mutual fund that holds the dividend - paying stock must have held the
equity for more than 60 days
during the 121 - day period that begins 60 days before the ex-dividend date (the first date following the declaration
of a dividend on which the buyer
of a stock will not receive the next dividend payment.
Currently I hold followings
mutual funds: • Reliance Tax Saver (ELSS): Invested
during 2007 - 10 via SIP: 50k now worth ~ 1.6 Lakhs • SBI Magnum Tax Saving (ELSS): Invested
during 2007 - 10 via SIP; 72k now worth ~ 1.6 L • Franklin India Bluechip: Invested
during 2010 - 14 via SIP; Total worth ~ 80K • DSP Blackrock Top 100: Invested
during 2010 - 14 via SIP; Total worth ~ 70K • HDFC Top 200; Invested
during 2009 - 14; Now worth ~ 85k • HDFC Mid-Cap Opportunities: Invested
during 2010 - 16, still 2k SIP is on; Total worth ~ 1.5 L • Reliance Banking: Invested
during 2010 - 15; total worth ~ 90K • Reliance
Equity Opportunity: Invested
during 2009 - 13; Now worth ~ 45k Out
of all above, I am continuously investing in HDFC Mid-Cap Opportunity
Fund.
Says Levy, «The entire REIT market suffered due to the lack
of equity capital flowing into the sector
during the year... creating a significant capital vacuum and creating the need by
mutual fund portfolio managers to sell real estate
equities even if they may not have believed it was a prudent investment decision.