Insurance Intellidex Index ETF Tax Rates

Index Description

The index is comprised of stocks of U.S. insurance 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 Insurance Intellidex Index

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

We're sorry, there are no active ETFs associated with this index.

Other Financials 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 Financials Equities ETFdb Category are presented in the following table.

As Of 06/17/2013
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
XLF Financial Select Sector SPDR 35% 15% 1099
KBE SPDR S&P Bank ETF 35% 15% 1099
KRE SPDR S&P Regional Banking ETF 35% 15% 1099
VFH Financials ETF 35% 15% 1099
IYF Dow Jones U.S. Financial Sector Index Fund 35% 15% 1099
IYG Dow Jones U.S. Financial Services Index Fund 35% 15% 1099
PSP Listed Private Equity 35% 15% 1099
IAT Dow Jones U.S. Regional Banks Index Fund 35% 15% 1099
KIE SPDR S&P Insurance ETF 35% 15% 1099
FXO Financials AlphaDEX Fund 35% 15% 1099
IXG S&P Global Financial Index Fund 35% 15% 1099
KBWD KBW High Dividend Yield Financial Portfolio 35% 15% 1099
KBWB KBW Bank Portfolio 35% 15% 1099
IAK Dow Jones U.S. Insurance Index Fund 35% 15% 1099
IAI Dow Jones U.S. Broker-Dealers Index Fund 35% 15% 1099
EUFN MSCI Europe Financials Sector Index Fund 35% 15% 1099
PSCF S&P SmallCap Financials Portfolio 35% 15% 1099
KCE SPDR S&P Capital Markets ETF 35% 15% 1099
RYF S&P Equal Weight Financial ETF 35% 15% 1099
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index 35% 15% 1099
KBWP KBW Property & Casualty Insurance Portfolio 35% 15% 1099
RWW Financials Sector Fund 35% 15% 1099
PFI Dynamic Financial 35% 15% 1099
KBWR KBW Regional Banking Portfolio 35% 15% 1099
RKH Market Vectors Bank and Brokerage ETF 35% 15% 1099
QABA NASDAQ ABA Community Bank Index Fund 35% 15% 1099
BIZD Market Vectors BDC Income ETF 35% 15% 1099
KBWC KBW Capital Markets Portfolio 35% 15% 1099
FEFN MSCI Far East Financials Sector Index Fund 35% 15% 1099
IPF SPDR S&P International Financial Sector ETF 35% 15% 1099
KME SPDR KBW Mortgage Finance ETF 35% 15% 1099
EMFN MSCI Emerging Markets Financials Sector Index Fund 35% 15% 1099
CHIX China Financials ETF 35% 15% 1099
KBWI KBW Insurance Portfolio 35% 15% 1099
FGEM Financials GEMS ETF 35% 15% 1099
BRAF Brazil Financials ETF 35% 15% 1099
AXFN MSCI ACWI ex US Financials Sector Index Fund 35% 15% 1099
KBWX KBW International Financial Portfolio 35% 15% 1099

Other Financials Equities Indexes

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

Mutual Funds Tracking Insurance Intellidex Index

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