Category: Fidelity

Vanguard, Fidelity, Charles Schwab have a small number of stock index funds with roughly parallel histories which allow us to examine the historical security lending income generated by the respective funds. The five funds include a US total stock market …

Vanguard, Fidelity, and Schwab security lending historical data Read More »

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The spreadsheet links below contain annual per share distribution data for Fidelity  index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from …

Fidelity and Schwab index funds: per share distributions Read More »

Fidelity stock index funds earn additional income by lending securities to qualified institutional borrowers.A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax rates, …

Fidelity index fund security lending in 2018 Read More »

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