capitalGain在mutualFund&ETF

NO.PZ2015121810000062

问题如下：

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

选项：

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

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

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.

mutualFund应该是可以选择分红或继续投资
ETF只能选择分红

记得视频里是这么讲的，请帮忙解释一下答案B为什么不对？

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星星_品职助教 · 2021年02月28日

同学你好，

①mutal fund一定会分配CG，如果它不分配出去，这部分税负就需要由基金自己承担的，会影响基金的收益率。

②你问题里列举的两条描述的都是关于dividend（分红）的内容，B选项说的是capital gain，CG是没有这两个结论的。

③如果前两条没有解答你的问题，可以发一下你提到的视频（关于视频中的问题，需要标注一下视频的具体位置和时间，不然助教是不知道学员想说的是哪一个部分的）

④目前ETF这一章的所有题目都出自课后题，如果做题超过了听课，可以先等一等，课程上都会讲的。以本题为例，对应的视频讲解和讲义如下。

另一个方法是对于全线班的同学，可以直接去听这一章的课后题讲解，就不用翻找基础班视频了。

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NO.PZ2015121810000062问题如下Whiof the following statements relating to capitgains in ETFs anmutufun is correct? A.ETFs tento stribute less in capitgains thmutufun B.Mutufun melenot to stribute all realizecapitgains in a given year. C.The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha ETF低是因为turnover低还是买卖股票可以选择low cost？Mutufuncapitgain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？

2023-05-20 18:33 1 · 回答

NO.PZ2015121810000062 Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha mutfun定会分配CG，如果它不分配出去，这部分税负就需要由基金自己承担的，会影响基金的收益率。1. etf最后不是也要把vinCG分配给投资人吗。怎么比较？2. 为什么etf比mutufun更低的turnover

2021-09-24 11:29 1 · 回答

NO.PZ2015121810000062 老师，我好像把capitgain和vn分配搞混了可以一下吗就是mutufunETF在这里的区别

2021-04-28 20:45 1 · 回答

Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha Mutufun是说可以不进行capitgain的分配吗？只有ETF是必须分配？

2021-02-16 14:41 1 · 回答

capitalGain在mutualFund&ETF

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