mutual fund是必须分配dividend和capital gain的吗?添加评论 0 0 1 个答案 星星_品职助教 · 2022年10月27日 同学你好, 没有特殊说明的情况下, 1)ETF和mutual fund都需要分配所有的capital gain,否则基金自己就要承担税负。 2)大多数市场上,ETF都必须分配Dividend,但mutual fund可以直接将Dividend做再投资。添加...
such as stocks, bonds, and other assets. There are a variety of funds covering different industries and different asset classes and they are managed by professional portfolio managers who seek to achieve capital gains for the fund's investors. Investors are charged various fees for the services t...
view as article nine facts about mutual fund capital gains distributions: heavy fund outflows may trigger distribution. mutual fund capital gains have been strong in recent years. investors can research possible capital gain exposure. high turnover rates may lead to more capital gains. fund manager...
when an individual buys shares in a mutual fund, they gain part-ownership of all the underlying assets the fund owns. The fund's performance depends on how its collective assets are doing. When these assets increase in value, so does the value of ...
Capital gains:When the fund sells a security with a price increase, the fund has what’s called a capital gain. Capital gains are paid to investors annually and are distributed after any losses are accounted for. Profits on shares:When the mutual fund increases its share price, investors can...
capitalGain在mutualFund&ETFCFA II Portfolio NO.PZ2015121810000062 问题如下: Which of the following statements relating to capital gains in ETFs and mutual funds is correct? 选项: A. ETFs tend to distribute less in capital gains than mutual funds do B. Mutual funds may elect not to ...
If these assets have appreciated (i.e., if the fund has unrealized capital gains in its portfolio), then a capital gain is realized and passed through to the remaining shareholders in the fund. If total redemptions are small, this problem is not severe. Cash generated from the sale of ...
Finally, if you ultimately sell shares of the mutual fund at a profit, this is also a capital gain, which is taxed just as any other investment you sell at a profit. Costs and taxes, along with performance, are important factors to keep in mind when you're considering investing in a ...
A salaried person with accumulated capital needs to fill in Form 2. If you are not a business owner but have additional income sources apart from your salary, Form 2 is for you as well. Conclusion Equity mutual fund taxation may sound intimidating at first, but once you get f...
Mutual Fund vs. ETF Redemption Example Suppose an investor redeems $50,000 from a traditional Standard & Poor's 500 Index (S&P 500) fund. The fund must sell $50,000 in stock to pay the investor. The fund captures the capital gain if appreciated stocks are sold to free up the cash ...