Capital Gains Distribution Explained Most mutual fund families provide estimates for year-end capital gain distributions between October and November, with capital gain dividends typically paid in December. A mutual fund may pay out a combination of short-term capital gain dividends and long-term capit...
The S&P 500 Index ended 2024 up 25% in U.S. dollar terms, after topping 26% in 2023. Whether this year will be a three-peat of stellar market gains is unclear, but a handful of promising investment themes could support long-term gains. Here, our economist and portfolio managers highlig...
Capital gains paid 5 Dec. Portfolio turnover (%) tooltip: Portfolio turnover is the portion of a portfolio's holdings sold and replaced with new securities annually, usually expressed as a percentage of the portfolio's total assets. For example, a portfolio with a turnover of 25% holds ass...
Plus, although real or depreciable property used in a trade or business is not a capital asset, gains from the sale or involuntary conversion of them may nonetheless be treated as capital gains if they were held for more than one year. So, for all practical purposes, this type of business...
YTD cap gains subtotal ($)0.00 YTD total distributions ($)0.00 Find historical prices Find historical distributions Yield As of 4/30/25 (updated monthly) Yield 12-month distribution rates (at NAV, %)tooltip:The income per share paid by the fund over the past 12 months to an investor from...
“All of Jackson should now have pressure and most are now experiencing normal pressure,” the city said in a news release. While gains were made at the O.B. Curtis Water Plant, additional repairs may cause fluctuations in pressure, the news release said. The total plant output of 90...
This suggests that organizations that satisfy investor pressure for short-term stock gains may ignore long-term sustainability. Similarly, the analysis reveals that Return on Equity (ROE) does not have a statistically significant impact on ESG performance (β = 0.021, p = 0.453), ...
Reader rp pointed out that on December 30th, 2021, many Vanguard Target Retirement funds had their price (NAV) drop by over 10% in a single day! This was mostly the result of an abnormally large year-end long-term and short-term capital gains distribution. Taken from Vanguard’s final ye...
Results are net of withholding taxes on dividends, interest and capital gains. Actual withholding tax rates vary according to the country of denomination and tax status of each portfolio. Composite gross results are presented before management fees but after all trading expenses. The composite may ...
From the economic and environmental debate perspective, the renewable energy industry is at the forefront due to the worldwide urgency of shifting towards sustainable energy systems. The junction of intellectual capital (IC) and financial performance (FP) in the solar and wind energy fields gains cr...