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Title: Maria purchased $5,000 of no-load mutual fund shares just over a year ago. She received $136 in ... Post by: Passa Caglia on Mar 21, 2022 Maria purchased $5,000 of no-load mutual fund shares just over a year ago. She received $136 in dividend income and $201 in long-term capital gains distributions. Today she sold her shares for $5,062. Maria is in the 25% marginal tax bracket. Capital gains with holding periods in excess of one year and dividend income are taxed at 15%. What is Maria's after-tax holding period return?
▸ 6.0% ▸ 6.6% ▸ 6.8% ▸ 8.0% Title: Maria purchased $5,000 of no-load mutual fund shares just over a year ago. She received $136 in ... Post by: sbbalt on Mar 21, 2022 Content hidden
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