Have a question about your personal investments? No matter how simple or complex, you can ask it here.
OK, so a bunch of funds just paid out dividends for Q1. Now how do I tell what % of these specific dividends were qualified (not the fund's general average)? I thought this would be rather simple information to obtain, but I can't find it anywhere.
- Posts: 231
- Joined: 1 Oct 2009
One way is to use the percentage of the 2012 full year dividend.
I always wanted to be a procrastinator.
- Posts: 5465
- Joined: 8 Mar 2007
It seems to me that this is determined later about 2 months after the dividend is paid or even later. I have not seen any earlier report than that. So you just have to estimate it.
Also note the 61-day rule.
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
- Posts: 30178
- Joined: 1 Mar 2007
Return to Investing - Help with Personal Investments
Who is online
Users browsing this forum: Baidu [Spider], blueribbongarlic, cfs, Electron, FAST Enterprise [Crawler], matto, Phatphoeater, placeholder, Yahoo [Bot] and 85 guests