Capital Gain (2024)$0.94 Capital Gain (YTD)$0.94 Distribution History DateIncome DistributionCapital Gains Distribution YTD$0.22$0.94 2024$0.22$0.94 2023$0.10- 2022$0.01- 2021-$2.58 2020$0.05$0.31 2019$0.13$0.62 2018$0.08$0.45 2017$0.07$0.63 ...
Capital Gain (2024)$0.00 Capital Gain (YTD)N/A Distribution History DateIncome DistributionCapital Gains Distribution YTD$0.00- 2024$0.03$0.00 2023$0.03- 2022$0.01- 2021$0.00$0.00 2020$0.00$0.00 2019$0.01$0.00 2018$0.01- 2017$0.01$0.00 ...
Gilts versus gilt funds: Note that when I say gilts are capital gains tax-free, I’m referring to individual gilts. Gilt funds are a different matter – they are liable for capital gains tax – and index-linked gilt funds differ slightly again. See our article on howbonds and bond funds...
Created with Highcharts 6.1.1Asset ClassSelect a chart slice to view data labels. MONTHLY as of12-31-2024December 31 2024 Sector% of Equity Portfolio% of Russell 1000 ValueVariance Financials20.623.1-2.5 Information Technology20.19.310.8
End of interactive chart. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market ex...
Also, Dell and Avanex gain ground while Powerwave and Zale fall back. UNHCLTKVECO Personal Finance News, Tips & Advice Jul 12, 2001 1:46 PM EDT All-Star Portfolios: Still Swinging at Midseason Here are the model portfolios that hit it out of the park, and the ones that are shuffling...
Chart: G Capital Timeframe Style Dynamic Chart Quotes and Performance 1 week-3.23% Current month-6.25% 1 month-6.25% 3 months-41.18% 6 months-45.45% Current year-3.23% More quotes Course Extremes 1 week 0.29 0.32 1 month 0.29 0.34
Capital gain taxes depend on how long you owned the asset, whether you lived in the property as your primary residence, and any adjustments you can make to your cost basis. Homeowners get a special exemption from capital gains taxes, up to $250,000 per spouse (more on that shortly). ...
This chart tracks a hypothetical investment at NAV over the last 20 years, or, since inception date if the fund has been in existence under 20 years, through 12/31/2024. View Larger Chart CGMU 85%/15% Bloomberg 1-15 Year Blend (1-17 Year) Municipal Bond Index/Bloomberg 1-15 Year Bl...
70%/20%/10% Bloomberg Muni HY Index/Bloomberg Muni BBB Index/Bloomberg Muni Bond Index Fund inception:06/25/2024 Created with Highcharts 9.3.3Year-to-date(as of 2/14/2025)Lifetime01234 0.81% 3.34% 0.92% 3.50% N/A 2.57%