Capital gains on mutual fund sales: free download. On-line document store on 5y1.org

Chapter 3
Capital gains from the shares of the portfolio. ... Contingent deferred sales charges – pay a decreasing commission if sell within a certain period of time (CDSC) ... A document provided by mutual fund that describes in some detail the characteristics of this mutual fund.
capital gains from mutual funds

[DOC File]Overview
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1. An environmentally-friendly balanced mutual fund began the year with a net asset value (NAV) of $12.25 per share. During the year it received $1.00 dividend and interest income, $0.25 in realized capital gains, and $0.50 in unrealized capital gains. Ninety percent of the income and all of the realized capital gain were distributed to ...
selling mutual funds capital gains

CHAPTER 1
Questions on mutual funds (choose best answer): 11. A mutual fund’s performance is best measured by: ( Income return. ( Total return. ( Yield. ( Capital gains distributions. ( Don’t know. If a mutual fund charges an expense ratio of 1% in 2008: ( You will pay a one-time fee amounting to 1% of the number of shares held in the account.
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[DOC File]Question - Wake Forest University
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Morningstar rates mutual funds from one to five stars based on how well they've performed (after adjusting for risk and accounting for all sales charges) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and ...
mutual fund capital gains

[DOCX File]TMC Business
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19. a. After two years, each dollar invested in a fund with a 4% load and a portfolio return equal to r will grow to: $0.96 ( (1 + r – 0.005)2. Each dollar invested in the bank CD will grow to: $1 ( 1.062. If the mutual fund is to be the better investment, then the portfolio return (r) must satisfy: 0.96 ( (1 + r – 0.005)2 > 1.062
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Mutual Funds Capital Gains Tax - Overview and Calculation
There are no Capital Gains Tax triggers when an ETF is sold (shares are just sold from one investor to another) Investors buy from Brokers, thus eliminating the cost of direct marketing to individual small investors. This implies lower management fees. Disadvantages of an ETF over a mutual fund: Prices can depart from NAV (unlike an open-end fund)
mutual fund capital gain distributions

[DOC File]How to Research & Select a Mutual Fund
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( Capital gains distributions. ( Don’t know [27%] If a mutual fund charges an expense ratio of 1% in 2008: ( You will pay a one-time fee amounting to 1% of the number of shares held in the account [54%] ( Your fund investment’s returns will be reduced by 1% in 2008 and each year thereafter.
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Capital gains on mutual fund sales