Dynamic Utilities Intellidex Index ETF Tax Rates

Index Description

The index is comprised of stocks of utilities companies. The Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including fundamental growth, stock valuation, investment timeliness and risk factors.

ETFs Tracking The Dynamic Utilities Intellidex Index

The following table presents sortable tax data for ETFs currently tracking the Dynamic Utilities Intellidex Index.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
PUI Dynamic Utilities 35% 15% 1099

Other Utilities Equities 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 Utilities Equities 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
XLU Utilities Select Sector SPDR 35% 15% 1099
VPU Utilities ETF 35% 15% 1099
IDU Dow Jones U.S. Utilities Index Fund 35% 15% 1099
IGF S&P Global Infrastructure 35% 15% 1099
JXI S&P Global Utilities Sector Index Fund 35% 15% 1099
FXU Utilities AlphaDEX Fund 35% 15% 1099
EMIF S&P Emerging Markets Infrastructure Index Fund 35% 15% 1099
PXR Global Emerging Markets Infrastructure 35% 15% 1099
BRXX Brazil Infrastructure Index Fund 35% 15% 1099
INXX India Infrastructure ETF 35% 15% 1099
PUI Dynamic Utilities 35% 15% 1099
RYU S&P Equal Weight Utilities ETF 35% 15% 1099
GII SPDR FTSE/Macquarie GI 100 ETF 35% 15% 1099
PSCU S&P SmallCap Utilities Portfolio 35% 15% 1099
DBU Global ex-U.S. Utility Fund 35% 15% 1099
IPU SPDR S&P International Utilities Sector ETF 35% 15% 1099
CHXX INDXX China Infrastructure Index Fund 35% 15% 1099
GRID NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 35% 15% 1099
FUI Focus Morningstar Utilities Index ETF 35% 15% 1099
AXUT MSCI ACWI ex US Utilities Sector Index Fund 35% 15% 1099
UGEM Utilities GEMS ETF 35% 15% 1099

Other Utilities Equities Indexes

Other indexes tracked by ETFs in the Utilities Equities ETFdb Category include:

Mutual Funds Tracking Dynamic Utilities Intellidex Index

ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Dynamic Utilities Intellidex Index.

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