Investors in high tax brackets will normally achieve higher performance by selecting mutual funds that generate:
A) long term stock dividends
B) short term capital gains
C) long term dividends
D) long term capital gains
Option D is orrect i.e Long term Capital Gain
Investors in high tax brackets will normally achieve higher performance by selecting mutual funds that generate long term capital gain not the Long term stock dividends. short term capital gain nd Log term dividends.
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Investors in high tax brackets will normally achieve higher performance by selecting mutual funds that generate:...
please answer within the hour thank you 23.) Investors in high tax brackets are more likely to own muncipal bonds than investors in low tax brackets. true or false 24.)Management of large firms can solicit common shareholders to transfer thier voting rights to them using this instrument A. None of these choices. B. Stock split C. Convertible bond D. Warrant E. Callable bond. F. Proxy 25.)What is the required return on preferred stock if the dividend is $3.1 and the...
Fred bought $10,000 of Big Mutual Fund shares. 3 months later, the mutual fund distributes capital gains dividends of $1,000 to Fred. How is the $1,000 treated on Fred’s tax return? a.). Not taxed to Fred, but subtracted from the basis of the mutual fund shares b.). Taxed to Fred as long-term capital gain c.). Taxed to Fred as ordinary income d.). Taxed to Fred and short term capital gain
You are a financial analyst facing the task of selecting bond mutual funds to purchase for a client's portfolio. You have narrowed the funds to be selected to twelve different funds. In order to diversify your client's portfolio, you will recommend the purchase of four different funds. Five of the funds are short-term corporate bond funds. Complete parts (a) through (d) below. Include Excel Formulas to solve A-C. a. What is the probability that of the four funds selected exactly...
Investments such as money market mutual funds offer what advantage to investors? A. Conservative capital growth B.Long-Term capital growth C. Safety and Stability D. Market appreciation
Term Answer Description A. Pooled diversification This term refers to the value of a mutual fund that is derived by deducting the fund's liabilities from the market value of the shares. Net asset value This is an investment asset usually real estate, bought with the goal of earning periodic income in the form of rent or lease. Tax exempt money fund This fund limits its investments to short-term, tax-exempt municipal securities. D. Automatic reinvestment plan This plan enables an investor...
Which is the best type of investment for investors who want to reduce the frequency of their tax liability? A : Stocks and bonds: Taxes are paid only when you sell the stock or bond. B : Mutual fund: Capital gains taxes are paid only if you sell the fund for a profit. C : Stocks and bonds: Tax on capital gains are paid only if you sell for a profit, and taxes are paid on interest received on bonds...
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A mutual fund company offers its customers a variety of funds: a money-market fund, three different bond funds (short, intermediate, and long-term), two stock funds (moderate and high-risk), and a balanced fund. Among customers who own shares in just one fund, the percentages of customers in the different funds are as follows. Money-market 24% Short bond 14%Intermediate bond 7% Long boncd 5%High-risk stock 18%Moderate-risk stock 25% Balanced 7% A customer who owns shares in just one fund is randomly selected. (a) What is the probability that...