Guide To Preferred Stock/Convertible Bonds ETF Tax Rates
Quick Category Facts
- Count: 8 ETFs are placed in the Preferred Stock/Convertible Bonds ETFdb Category.
- Expense Ratios: Range from 0.35% to 0.6%
- Average Expense Ratio: 0.49%
- Issuers with ETFs in this Category include: Global X, Invesco PowerShares, iShares, State Street
Preferred Stock/Convertible Bonds ETFs Tax RatesThe following table displays sortable tax data for all ETFs currently included in the Preferred Stock/Convertible Bonds ETFdb Category. To see information on dividends, expenses, or technicals, click on one of the other tabs below. |
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| PFF | S&P US Preferred Stock Fund | 35% | 15% | 1099 |
| PGX | Preferred Portfolio | 35% | 15% | 1099 |
| PGF | Financial Preferred Portfolio | 35% | 15% | 1099 |
| CWB | SPDR Barclays Capital Convertible Bond ETF | 35% | 15% | 1099 |
| PSK | SPDR Wells Fargo Preferred Stock ETF | 35% | 15% | 1099 |
| IPFF | S&P International Preferred Stock Index Fund | 35% | 15% | 1099 |
| CNPF | Canada Preferred ETF | 35% | 15% | 1099 |
| CVRT | Convertible Securities Portfolio | 35% | 15% | 1099 |
Preferred Stock/Convertible Bonds Indexes
Indexes tracked by ETFs in the Preferred Stock/Convertible Bonds ETFdb Category include:
- Barclays Capital U.S. Convertible Bond >$500MM Index
- BofA Merrill Lynch All U.S. Convertibles Index
- BofA Merrill Lynch Core Fixed Rate Preferred Securities Index
- S&P International Preferred Stock Index
- S&P U.S. Preferred Stock Index
- Solactive Canada Preferred Index
- Wachovia Hybrid & Preferred Securities Financial Index
- Wells Fargo Hybrid and Preferred Securities Aggregate Index
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