Markets

The ABCs of Bond ETF Distributions

Hypothetical Coupon Payment
Hypothetical Coupon Payment

How the Distribution is Calculated

record date NAV

The Treatment of Capital Gains

capital gains

Average Capital Gains Distributions

Fixed Income Active Mutual Funds Equity Active Mutual Funds Fixed Income Index Mutual Funds Equity Index Mutual Funds Fixed Income ETFs Equity ETFs Source: Morningstar data as of December 31, 2014 more tax efficient Matt Tucker, CFA, is the iShares Head of Fixed Income Strategy and a regular contributor to The Blog . You can find more of his posts here .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Other Topics

Stocks

Latest Markets Videos

    BlackRock

    BlackRock offers breadth of capabilities - and depth of knowledge – across active and passive strategies, including iShares® ETFs. This is combined with a singular focus on delivering strong, consistent performance and an ability to look across asset classes, geographies and investment strategies to find the right solutions.

    Learn More