Sentences with phrase «significant unrealized capital gains»

Tax - conscious mutual fund investors should determine a mutual fund's unrealized accumulated capital gains, which are expressed as a percentage of its net assets, before investing in a fund with a significant unrealized capital gain component.

Not exact matches

These unrealized capital gains account for a significant proportion of the assets held by estates — ranging from 32 percent for estates worth between $ 5 million and $ 10 million to as much as about 55 percent of the value of estates worth more than $ 100 million (Source).

But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.