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…
Blog Archives
Fidelity index fund security lending in 2018
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…
- Episode 029: Frazer Rice, host Rick Ferri January 1, 2021
- Episode 028: Roger Lowenstein, host Rick Ferri November 29, 2020
- Episode 027: Cliff Asness, host Rick Ferri October 30, 2020
