How Smart Beta Could Help in a Frothy Market?
Justin Kuepper
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Let’s take a closer look at smart beta funds, strategies for frothy markets...
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Dividends paid out by mutual funds fall into two categories: qualified and ordinary.
Qualified dividends are ordinary dividends that qualify for a lower tax rate provided that certain criteria are met. Qualified dividends are dividends that come from stocks held by the fund for at least 60 days of the 121-day period that begins 60 days prior to the ex-dividend date. In addition, the dividend must be issued by an American or qualifying foreign company.
Ordinary dividends are those that do not meet the criteria for qualified dividends and get taxed at a higher rate. Ordinary dividends include not only non-qualified equity dividends but also the income generated from bonds, money market securities and bank products. Income from products such as real estate investment trusts (REITs) and master limited partnerships (MLPs) is considered ordinary income.
With the income generator on our sister site Dividend.com, you can search nearly 1,600 dividend stocks that pay dividends in corresponding months.
Ordinary dividends are taxed at the taxpayer’s ordinary income tax rate. These rates range from 10% to 39.6%.
Ticker | Name | Qualified / Ordinary | AUM |
---|---|---|---|
VTSAX | Vanguard Total Stock Market Index | Both | $518 billion |
FBGRX | Fidelity Blue Chip Growth | Qualified | $19 billion |
RPMGX | T. Rowe Price Mid-Cap Growth | Qualified | $25 billion |
VBISX | Vanguard Short Term Bond Index | Ordinary | $48 billion |
FDRXX | Fidelity Government Cash Reserves | Ordinary | $136 billion |
To learn more about mutual fund distributions, check out our What are Mutual Fund Distributions article.
Receive email updates about best performers, news, CE accredited webcasts and more.
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Dividends paid out by mutual funds fall into two categories: qualified and ordinary.
Qualified dividends are ordinary dividends that qualify for a lower tax rate provided that certain criteria are met. Qualified dividends are dividends that come from stocks held by the fund for at least 60 days of the 121-day period that begins 60 days prior to the ex-dividend date. In addition, the dividend must be issued by an American or qualifying foreign company.
Ordinary dividends are those that do not meet the criteria for qualified dividends and get taxed at a higher rate. Ordinary dividends include not only non-qualified equity dividends but also the income generated from bonds, money market securities and bank products. Income from products such as real estate investment trusts (REITs) and master limited partnerships (MLPs) is considered ordinary income.
With the income generator on our sister site Dividend.com, you can search nearly 1,600 dividend stocks that pay dividends in corresponding months.
Ordinary dividends are taxed at the taxpayer’s ordinary income tax rate. These rates range from 10% to 39.6%.
Ticker | Name | Qualified / Ordinary | AUM |
---|---|---|---|
VTSAX | Vanguard Total Stock Market Index | Both | $518 billion |
FBGRX | Fidelity Blue Chip Growth | Qualified | $19 billion |
RPMGX | T. Rowe Price Mid-Cap Growth | Qualified | $25 billion |
VBISX | Vanguard Short Term Bond Index | Ordinary | $48 billion |
FDRXX | Fidelity Government Cash Reserves | Ordinary | $136 billion |
To learn more about mutual fund distributions, check out our What are Mutual Fund Distributions article.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a closer look at smart beta funds, strategies for frothy markets...
News
Iuri Struta
|
Check out our latest edition of mutual funds scorecard.
Kristan Wojnar, RCC™
|
This week we are diving into the subjects of infographics, words that can...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...