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Summary of Earnings from Mutual Funds

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Summary of Earnings from Mutual Funds

There are two basic ways to earn money from mutual funds—from dividends while you hold the funds, and from capital gains after you sell shares. Dividends may be taken in cash or be reinvested to purchase additional fund shares. To determine the total return on your mutual fund shares, you add the dividend yield to the change in net asset value. Capital gains you realize from selling or redeeming shares that have increased in value may be taxed at lower rates if you held the shares for over a year.

What you have learned

  1. Mutual Fund Distributions from Earnings
  2. Mutual Fund Dividends
  3. Capital Gains in Mutual Funds
  4. Mutual Fund Total Returns
  5. Mutual Fund Return of Capital
  6. Mutual Fund Dividend Reinvestment

Find out what you have learned