SIE: 5.3.8. Taxation Of Mutual Funds

Taken from our SIE Online Guide

5.3.8. Taxation of Mutual Funds

Mutual funds, which are essentially large pools of investments that individual investors buy a slice of, generally pay out a combination of capital gains, interest income, and dividend income each year. Here are some things to remember about mutual fund distributions:

• A mutual fund will specify how much of each type of earnings (short-term gains, long-term gains, dividends, etc.) each i

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