Mutual Fund Taxes Return from Vacation…

September 2006
Journal of Financial Planning;Sep2006, Vol. 19 Issue 9, p16
Academic Journal
This article reports on the increase in taxes that face mutual funds. Because of the bear market in the beginning of the 2000s, managers were able to protect consumers against the gains. It is estimated that the worth of mutual funds will be lessened by one percent in 2006 due to taxes and in 2007, the taxes will take one and a half percent.


Related Articles

  • Taxes Pose Biggest Threat to Stock Funds. Burke, Kevin // Money Management Executive;5/10/2004, Vol. 12 Issue 19, p1 

    Equity mutual fund shareholders are losing 25% of their returns annually due to taxes paid on their investments, according to a recent study by fund tracking firm Lipper of New York. Lipper estimated that between 19.2% and 54.3% of the $6.89 trillion dollars invested in open-end mutual funds are...

  • An Examination of the Diversification Benefits of SRI in a Portfolio Context. Bian, Sophia X. N.; Wong, Victor // Journal of Energy Technologies & Policy;2013, Vol. 3 Issue 11, p397 

    This paper examines diversification benefits of Socially Responsible Investment (SRI) in a portfolio context. SRIs have been documented with lower volatility, while not sacrificing returns as compared to mainstream shares. Two portfolios are formed from Australian investors' perspective using...

  • Little change in January indices, investors re-enter the market.  // Spectrem High Net Worth Advisor Insights;Feb2009, Vol. 5 Issue 2, p8 

    The article focuses on the Spectrem Affluent Investor Index (SAII) and the Spectrem Millionaire Investor Index (SMII) in the U.S. It notes that SAII and SMII have shown a significant growth in Cash and Bonds as well as on all investments and real estate. It also notes that there is a decreasing...

  • Investors retreat from equities. Harris, Shaun // Finance Week;7/19/2004, p22 

    Focuses on the retreat of investors from the equities market in South Africa. Reasons for the negative attitude of investors towards shares in the stock market; Flow of investments from equities to unit trusts or mutual funds; Comments of several financial executives regarding the investment...

  • Foreign Funds Will Continue Growth in 2008.  // Money Management Executive;1/21/2008, Vol. 16 Issue 3, p5 

    The article provides information concerning the growing foreign-stock mutual fund in 2008 in the U.S. American individual investors are said to continue to chase the high returns in foreign-stock mutual funds at the expense of domestic funds. The domestic stock funds have a net outflow of $37...

  • AMG Data's Weekly HY Fund Flows.  // High Yield Report;3/29/2004, Vol. 15 Issue 13, p5 

    Outflows from high yield mutual funds hit $208 million last week as investors wrestled with a drop in the stock market on security concerns, according to AMG Delta Services. This brings year-to-date cumulative outflows to $1.36 billion, according to AMG. Last week, outflows from high yield...

  • When a Ulip is better than a mutual fund.  // Money Today;5/28/2009, p14 

    The article explains the benefits of a Unit Linked Insurance Plan (ULIP) investment over mutual funds. Though mutual funds give better returns because it does not have high charges like ULIP, the latter can offer insurance and tax-free returns if its tenure is over 15 years. In mutual funds,...

  • Fear & loathing on MF street. Krishnamurthy, Narayan; Varma, Tanvi // Money Today;12/11/2008, p9 

    The article considers concerns over the mutual fund market in India in 2008. Concerns have reportedly resulted to a decline in the combination of increased redemption, advance tax outflows and falling value of investments in the assets under the industry. Majority of investors who opted to exit...

  • Separately Managed Accounts Poised for New Growth. Abramovich, Giselle // Money Management Executive;11/21/2005, Vol. 13 Issue 44, p5 

    Reports on the growth of separately managed accounts due to the professionally managed portfolios of individual securities to meet specific investment needs in the U.S. Prediction of increase in SMA sales than those of mutual funds within five years by forty-one percent of advisers; Popularity...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics