Guide To Target Retirement Date ETF Tax Rates

Quick Category Facts

  • Count: 15 ETFs are placed in the Target Retirement Date ETFdb Category.
  • Expense Ratios: Range from 0.29% to 0.65%
  • Average Expense Ratio: 0.42%
  • Issuers with ETFs in this Category include: DBX Strategic Advisors, iShares

Target Retirement Date ETFs Tax Rates

The following table displays sortable tax data for all ETFs currently included in the Target Retirement Date ETFdb Category. To see information on dividends, expenses, or technicals, click on one of the other tabs below.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
TDH db-X 2020 Target Date Fund 35% 15% 1099
TDN db-X 2030 Target Date Fund 35% 15% 1099
TDV db-X 2040 Target Date Fund 35% 15% 1099
TZG S&P Target Date 2020 ETF 35% 15% 1099
TZV S&P Target Date 2040 35% 15% 1099
TZI S&P Target Date 2025 ETF 35% 15% 1099
TZL S&P Target Date 2030 35% 15% 1099
TZE S&P Target Date 2015 35% 15% 1099
TDX db-X In-Target Date Fund 35% 15% 1099
TZO S&P Target Date 2035 35% 15% 1099
TDD db-X 2010 Target Date Fund 35% 15% 1099
TGR S&P Target Date Retirement Inc 35% 15% 1099
TZD S&P Target Date 2010 35% 15% 1099
TZW S&P Target Date 2045 Index Fund ETF 35% 15% 1099
TZY S&P Target Date 2050 Index Fund ETF 35% 15% 1099

Target Retirement Date Indexes

Indexes tracked by ETFs in the Target Retirement Date ETFdb Category include:

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