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Yaooo · 2023年05月20日

etf和mutual fund

NO.PZ2015121810000062

问题如下:

Which of the following statements relating to capital gains in ETFs and mutual funds is correct?

选项:

A.

ETFs tend to distribute less in capital gains than mutual funds do

B.

Mutual funds may elect not to distribute all realized capital gains in a given year.

C.

The selling of ETF shares by some investors may create capital gains that affect the remaining ETF investors in terms of taxes.

解释:

A is correct. ETFs tend to distribute far less in capital gains relative to mutual funds. This is mostly due to the fact that ETFs have historically had significantly lower turnover than mutual funds have had.

ETF低是因为turnover低还是买卖股票可以选择low cost?


Mutual fund capital gain必须分派给投资者,这个分派是派息给投资者么?还是如何pass to investor?

1 个答案

星星_品职助教 · 2023年05月22日

同学你好,

1)因为turnover低即交易少;

2)需要根据合同具体的约定来看。具体分配方式涉及到实务问题,CFA里没有具体讲。

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