Timeline for How does dividend work in an index fund?
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| Feb 3, 2018 at 18:20 | comment | added | chirlu | @Dilip Sarwate: They are quite common in Europe. How they are treated for tax purposes depends on the country of residence of the investor. For examples, see the list of iShares’s European funds – the funds are classified as “distributing” (with dividends) or “accumulating” (no dividends). | |
| Feb 3, 2018 at 15:57 | comment | added | Dilip Sarwate | Do you have instances of what you call TR funds where dividends are not paid to the investors but retained by the fund and reinvested? At least in the US, mutual fund dividends that are not distributed to the shareholders are income to the fund which must then pay taxes on the dividends. So, at least in the US, most, if not all, funds distribute the dividends (capital gains too) to the shareholders, and allow them to reinvest in the fund if they so choose. Even though no cash leaves the fund's coffers, on paper, the dividends become taxable income to the shareholder, not the fund | |
| Feb 3, 2018 at 9:54 | review | First posts | |||
| Feb 3, 2018 at 13:12 | |||||
| Feb 3, 2018 at 9:53 | history | answered | chirlu | CC BY-SA 3.0 |