Capital-Gains Distributions Could Bring an Unexpected Tax Hit
Investors in some popular funds with distributions in excess of 10% and 20% are in for a nasty surprise. Here’s what to know if you own one—or if you are...
Source: marketwatch.com
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Battered mutual funds saddle investors with big capital gains
Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.
Source: financial-planning.com
Battered Mutual Funds Saddle Investors With Big Capital Gains
Shareholders may have to pay tax even if their fund lost money this year.
Source: wealthmanagement.com