李同学2019-02-12 17:46:31
Choose one of the following is least likely to have a capital gain distribution. A Open-end mutual funds. B Closed-end mutual funds. C Exchange traded funds. 查看解析 上一题 下一题 正确答案C 您的答案C本题平均正确率:60% Types of investors and pooled investment products难度:一般 推荐: 答案解析 Exchange traded funds do not have capital gain distributions. If an investor sells shares of an ETF (or open-end mutual fund or closed-end mutual fund), the investor may have a capital gain or loss on the shares sold; however, the gain (or loss) from the sale is not a distribution. 1.讲解中说 资本利得是:股利和价差。但是我记得资本利得 就是单指价差,所以想确认? 2.这道题没有听懂,能否举(再详尽一点)的例子 讲解下?
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张玮杰2019-02-12 18:16:12
同学你好,EFTs在当中是拿不到分红的,因为被sponsor拿走了,它只是个指数,只有在把ETFS卖掉后才会有gain,那么就形不成分布
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这个问题还是要确认:讲解中说 资本利得是:股利和价差。但是我记得资本利得 就是单指价差,所以想确认?
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同学你好,事实上在分红的时候,比如股利2%给你,这其中是有capital gain的部分的,所以mutual fund存在distribution,这个点考察的特别细。你记住这个结论,有时间可以多了解一下基金和指数的具体机制。


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