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2. So, How Much Are My Capital Gains Distribution Taxes ... - AOL

   www.aol.com/capital-gains-distribution-taxed...

   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 ...

3. How are mutual funds taxed? 4 ways to minimize your tax bill

   www.aol.com/finance/mutual-funds-taxed-4-ways...

   The capital gains are distributed, typically once a year, to the fund’s shareholders, who will owe taxes on the gains. For more details on the taxation of investment income, check out IRS ...

4. How to Legally Avoid Capital Gains Tax on Mutual Funds

   www.aol.com/legally-avoid-capital-gains-tax...

   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 ...

5. Rate of return - Wikipedia

   en.wikipedia.org/wiki/Rate_of_return

   To calculate the capital gain for US income tax purposes, include the reinvested dividends in the cost basis. The investor received a total of $4.06 in dividends over the year, all of which were reinvested, so the cost basis increased by $4.06. Cost Basis = $100 + $4.06 = $104.06; Capital gain/loss = $103.02 − $104.06 = -$1.04 (a capital loss)

6. Mutual fund fees and expenses - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

   One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules. [7]

7. How Much Tax Do You Have to Pay on Mutual Funds? - AOL

   www.aol.com/much-tax-pay-mutual-funds-231154672.html

   As with all investment types, you’ll have to pay taxes on your mutual fund returns. Depending on when you bought or sold the mutual fund, you will have to pay capital gains taxes or ordinary ...