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2. Capital Gains Distribution. Outside of a qualified, tax-advantaged retirement account, there’s not a whole lot you can do to avoid taxes on a capital gains distribution once it has been made ...
A capital gains distribution is defined by the IRS as a payment from a mutual fund or an exchange-traded fund (ETF) when a security or stock is sold at a profit. Because these types of funds are ...
US Capital Gains Taxes history chart. From 1913 to 1921, capital gains were taxed at ordinary rates, initially up to a maximum rate of 7%. [11] The Revenue Act of 1921 allowed a tax rate of 12.5% gain for assets held at least two years. [11]
The Fidelity Magellan Fund (Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [ 2 ]
Capital gains: The fund manager may sell securities in the fund for a profit, triggering a capital gains tax. The tax impact will depend on how long the fund held the shares that were sold.
The expense ratio of the average large cap actively managed mutual fund as of 2015 is 1.15%. [21] If a mutual fund produces 10% return before expenses, taking account of the expense ratio difference would result in an after expense return of 9.9% for the large cap index fund versus 8.85% for the actively managed large cap fund.