Barclays Capital U.S. Convertible Bond >$500MM Index ETF Tax Rates
Index Description
The Barclays Capital U.S. Convertible Bond >$500MM Index represents the market of U.S. convertible bonds with outstanding issue sizes greater than $500 million. Convertible bonds are bonds that can be exchanged, at the option of the holder, for a specific number of shares of the issuer's preferred stock or common stock.
ETFs Tracking The Barclays Capital U.S. Convertible Bond >$500MM Index
The following table presents sortable tax data for ETFs currently tracking the Barclays Capital U.S. Convertible Bond >$500MM Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| CWB | SPDR Barclays Capital Convertible Bond ETF | 35% | 15% | 1099 |
Other Preferred Stock/Convertible Bonds ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category are presented in the following table.
As Of 05/25/2012| 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 |
Other Preferred Stock/Convertible Bonds Indexes
Other indexes tracked by ETFs in the Preferred Stock/Convertible Bonds ETFdb Category include:
- Barclays Capital U.S. Convertible Bond >$500MM Index
- BofA Merrill Lynch Core Fixed Rate Preferred Securities Index
- S&P U.S. Preferred Stock Index
- Wachovia Hybrid & Preferred Securities Financial Index
- Wells Fargo Hybrid and Preferred Securities Aggregate Index
- BofA Merrill Lynch All U.S. Convertibles Index
- Solactive Canada Preferred Index
- S&P International Preferred Stock Index
Mutual Funds Tracking Barclays Capital U.S. Convertible Bond >$500MM Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Barclays Capital U.S. Convertible Bond >$500MM Index.
