SIE: 5.3.8. Taxation Of Mutual Funds

5.3.8.  Taxation of Mutual Funds

Mutual funds, which are essentially large pools of investments that individual investors buy a slice of, generally pay out a combination of capital gains, interest income, and dividend income each year. Here are some things to remember about mutual fund distributions:

• • A mutual fund will specify how much of each type of earnings (short-term gains, long-term gains, dividends, etc.) each i