Sentences with phrase «small capital gains distributions»

However, historically bond ETFs have made smaller capital gains distributions than bond mutual funds, as shown below.

Not exact matches

MFO's discussion board has an excellent list of capital gain distribution estimates with a number of fund firms too small for the CGV database.

The next four boxes show capital gains distributions from mutual funds, REITs, collectibles, and small businesses.

Except for a substantial long - term capital gain at the end of 2014, the fund's historical distributions have been small, which should make it suitable for taxable accounts.

Also when you pay taxes on dividends / interest / capital gains along the way on («unwanted») distributions in a non-qualified account, these amounts are nowhere as large nor significant as people postulate, because you're paying them in the early years, when the account balance and distributions, are relatively small.

If it's any consolation, keep in mind that annual capital gains distributions are usually pretty small as a percentage of how much you have invested.

This page includes relevant net income ratio and capital gain distribution information on all Small - Cap Equity Funds.