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Posts Tagged ‘year end’

How to get statements from 10 years ago for a mutual fund?

August 8th, 2010

Invesco Mutual Fund has a class action lawsuit whose claim form requires one to enter the number of shares held at year end from 1999-2003. I no longer have the paperwork on the fund as it was sold, and the paperwork kept for 7 years and then shredded. Does anyone have an idea how to go about finding that information from 10 years ago?

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Posted in Top Rated Mutual Funds |

Tags: 10 years, claim form, class action lawsuit, invesco, mutual fund, paperwork, year end |

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Index funds-want to sell but afraid of ST capital gain tax!?

July 28th, 2010

Here’s my situation. I have an index fund for about 4 months. I’m afraid the markets are going down, so I’m considering selling and putting the money elsewhere. But considering I only made a few hundred dollars on it, should I even bother selling and paying the 35% short term capital gain tax? And how do year-end distributions fit into all of this?

Thanks for any help in advance!

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Tags: 4 months, capital gain tax, distributions, index fund, money, short term capital gain, short term capital gain tax, year end |

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What is the stock’s expected price seven years from today?

April 17th, 2010

A stock that currently trades for per share is expected to pay a year-end dividend of per share. The dividend is expected to grow at a constant rate over time. The stock has a beta of 1.2, the risk-free rate is 5%, and the market risk premium is 5%. What is the stock’s expected price seven years from today?