I am holding DPCAX and LETRX mutual funds since spring, 2007. About a month ago there was a capital gain distribution on those funds. I haven’t sold them yet and plan to hold them for another year. Do I have to pay tax on this capital distribution even though I haven’t sold the funds [...]
Posts Tagged ‘from’
Do I have to pay tax on capital gain distribution from a mutual fund even though I haven’t sold a fund yet?
Posted by admin on May 15th, 2011
Posted in Mutual Funds News 
Tags: Capital, distribution, Even, from, Fund, gain, haven't, Mutual, sold, though 
3 Comments »What percentage of mutual funds beat the SP500 every year from 2002-2006 (5 years)?
Posted by admin on May 14th, 2011
I would also like a list of funds that have done this (if this is possible)… and any historical “average” numbers for % of funds that win 5x in a row.
Posted in Mutual Funds News Tags: 20022006, Beat, Every, from, Funds, Mutual, Percentage, S&P500, year, years 2 Comments »When Hillary says she will take BIG OIL profits, have you considered who she would really be taking money from
Posted by admin on May 12th, 2011
If you have a retirement fund or a mutual fund, most likely she will be taking money from YOU.
Over 40% of “big oil” shares are owned by Joe Schmoe with a 401k…..
Lela – my point is that she has done a good job of vilifying evil oil companies for making a profit. In return, [...]
Posted in Mutual Funds News Tags: considered, from, Hillary, Profits, really, says, take, taking, Would 16 Comments »If i invested 100,000 u.s. dollarrs taken from refinancing my home…?
Posted by admin on May 10th, 2011
and placed it into say an index mutual fund, would it be worth it?
-also the mortgage rate would be 6.5%/30 yr. fixed.
-home is worth approximately 600,000 and there would be a balance of 300,000 on the loan after refi…
-other investment responses welcomed…
Posted in Mutual Funds News Tags: $100000, dollarrs, from, Home, invested, Refinancing, taken, U.S. 4 Comments »Who benefits most from oil company profits i.e. who owns the most shares???
Posted by admin on May 7th, 2011
1. Pension and retirement funds.
2. Super rich.
3. Some guy named Exxon living in a gold plated room, counting money all day.
4. someone else.
Oil company profits, not the high price per barrel.
If the government imposed a windfall profits tax on oil companies, who or what group of people would it hurt the most??
Posted in Mutual Funds News Tags: Benefits, Company, from, I.E., Most, owns, Profits, Shares 12 Comments »what are the other channel for investment product (mutual funds & ULIPS) , apart from banking channel ?
Posted by admin on May 5th, 2011
Posted in Mutual Funds News Tags: Apart, Banking, Channel, from, Funds, Investment, Mutual, Product, ULIPs 2 Comments »Financial implicatations of moving to Canada from USA?
Posted by admin on May 5th, 2011
More specifically, I’m a Canadian national with an American wife and child and am thinking of moving back to Canada. I have a Roth IRA and a few stocks and mutual funds. Is there a way to transfer at least the IRA into a Canadian retirement account?
Another alternative would be to [...]
Where does the annual mutual fund fee come from?
Posted by admin on May 2nd, 2011
What is the mutual fund annual expense/ management fee based on, the initial investment or the value of the fund cuurently, for instance if you put in 10,000 and they charge a 2% management/expense fee you will pay 200 but then after that initial charge do they charge you 200 a year thereafter or 2% [...]
Where does the money from donations to religious churches/temples go?
Posted by admin on May 1st, 2011
In India the hair is worth more than gold. And in an act of self-purification the residents of India cut it off and donate it to their temple.
Now I’ve heard their temple is VERY profitable for this, yet is still second to the Vatican’s funds.
So where is the Vatican getting it’s funds? Where does [...]
Why are world markets taking such a huge toll from slightly higher inflation rates? Is it time to sell stocks?
Posted by admin on May 1st, 2011
I have 10 mutual funds and together they cover most of the world economies. Is there an area that I should sell or should I wait for the market possibly bouncing back?
Is there any returns from Reliance Banking ETF?
Posted by admin on April 30th, 2011
Reliance Banking ETF is traded in NSE India. This is a mutual fund, that can be traded in exchange, like any other share, is there any returns expected from this share. I searched every where, but couldn’t find answer. Any mutual fund, supposed to give better returns than shares, but this one……..?
Should I withdraw the money from my mutual fund?
Posted by admin on April 30th, 2011
I personally don’t have much money. I have about $1,000 in a mutual fund. Should I withdraw it and put it in savings instead of leaving it there, or adding to it? If I leave it there, will the economy basically take it all from me? Thanks.
annuity from fidelity?
Posted by admin on April 29th, 2011
I know most say to not touch annuities because the high fees , but what do you think of one from fidelity, all no load funds in them, reasonable expense fees, around .6% then a .8% annuity fee, that is better than alot of mutual funds
what would you think of someone who is 32 investing [...]
what do Mutual Fund Institutions do with the capital they collected from its investors.?
Posted by admin on April 24th, 2011
what do Mutual Fund Institutions do with the capital they collected from its investors.? Do they invest in stock market? or ????…
why do investors choose mutual fund to stock market?
How beneficial is it to invest in mutual fund?
Posted in Mutual Funds News Tags: Capital, Collected, from, Fund, institutions', Investors, Mutual, They 4 Comments »