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The Basics |
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What Is a Taxable Event?
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A taxable event is a transaction or occurrence that has tax consequences.
A taxable event can be triggered when you sell fund shares at a profit or loss or the fund distributes taxable
income dividends and/or capital gains derived from the sale of the fund's portfolio securities.
Next:
Why Would I Trigger a
Taxable Event?
This information is general in nature and is not intended to constitute tax advice. Always consult your tax advisor for more detailed information on tax issues and advice on your specific situation.
Investors should consider the investment objectives, risks, charges, and expenses of a fund carefully before investing. Download a prospectus that contains this and other information about a fund, and read it carefully before investing.
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