Dow Jones U.S. Thematic Market Neutral Value Total Return Index ETF Tax Rates
Index Description
The index is equal weighted, dollar neutral and sector neutral. The index rebalances monthly by identifying the most undervalued stocks as long positions and the most overvalued stocks as short positions, of approximately equal dollar amounts, within each sector.
ETFs Tracking The Dow Jones U.S. Thematic Market Neutral Value Total Return Index
The following table presents sortable tax data for ETFs currently tracking the Dow Jones U.S. Thematic Market Neutral Value Total Return Index.
As Of 05/21/2013| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| CHEP | U.S. Market Neutral Value Fund | 35% | 15% | 1099 |
Other Long-Short 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 Long-Short ETFdb Category are presented in the following table.
As Of 05/22/2013Other Long-Short Indexes
Other indexes tracked by ETFs in the Long-Short ETFdb Category include:
- CBOE S&P 500 BuyWrite Index
- Credit Suisse 130/30 Large-Cap Index
- First Trust Enhanced 130/30 Large Cap Index
- S&P Commodity Trends Indicator - Total Return
- RAFI US Equity Long/Short Index
- Dow Jones U.S. Thematic Market Neutral Momentum Total Return Index
- Dow Jones U.S. Thematic Market Neutral Total Return Size Index
- Dow Jones U.S. Thematic Market Neutral Value Total Return Index
- Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index
- HS Market Neutral Index Powered by HOLT Index
- DBIQ Duration-Adjusted Inflation Index
- DBIQ Duration-Adjusted Deflation Index
- Dow Jones Credit Suisse 30-Year Inflation Breakeven Index
- Dow Jones Credit Suisse 30-Year Inflation Breakeven Index (-100%)
- Dow Jones Credit Suisse 10-Year Inflation Breakeven Index (300%)
- Dow Jones Credit Suisse 10-Year Inflation Breakeven Index (-300%)
- NYSE Arca U.S. Equity High Volatility Put Write Index
Mutual Funds Tracking Dow Jones U.S. Thematic Market Neutral Value Total Return Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool.






