IQ Merger Arbitrage Index ETF Tax Rates
Index Description
The Index seeks to achieve capital appreciation by investing in global companies for which there has been a public announcement of a takeover by an acquirer. This differentiated approach is based on a passive strategy of owning certain announced takeover targets with the goal of generating returns that are representative of global merger arbitrage activity. The Index also includes short exposure to global equities as a partial equity market hedge.
ETFs Tracking The IQ Merger Arbitrage Index
The following table presents sortable tax data for ETFs currently tracking the IQ Merger Arbitrage Index.
As Of 05/25/2012
Other Hedge Fund 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 Hedge Fund 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 |
|---|---|---|---|---|
| WDTI | Managed Futures Strategy Fund | 35% | 15% | 1099 |
| QAI | IQ Hedge Multi-Strategy Tracker ETF | 35% | 15% | 1099 |
| CSMA | Merger Arbitrage Liquid Index | 35% | 15% | 1099 |
| ALT | Diversified Alternatives Trust | 23% | 23% | K-1 |
| MCRO | IQ Hedge Macro Tracker ETF | 35% | 15% | 1099 |
| CPI | IQ Real Return ETF | 35% | 15% | 1099 |
| CSLS | Long/Short Liquid Index (Net) ETN | 35% | 15% | 1099 |
| MNA | IQ Merger Arbitrage ETF | 35% | 15% | 1099 |
| CSMB | 2x Monthly Leveraged Credit Suisse Merger Arbitrage Liquid Index ETN | 35% | 15% | 1099 |
| HDG | Hedge Replication ETF | 35% | 15% | 1099 |
| RLY | SPDR Multi-Asset Real Return ETF | 35% | 15% | 1099 |
| RRF | Global Real Return Fund | 35% | 15% | 1099 |
Other Hedge Fund Indexes
Other indexes tracked by ETFs in the Hedge Fund ETFdb Category include:
- IQ Merger Arbitrage Index
- IQ Real Return Index
- IQ Hedge Macro Index
- IQ Hedge Multi-Strategy Index
- Credit Suisse Long/Short Liquid Index
- Credit Suisse Merger Arbitrage Liquid Index
- Credit Suisse Merger Arbitrage Liquid Index (200%)
- Merrill Lynch Factor Model - Exchange Series
Mutual Funds Tracking IQ Merger Arbitrage Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against IQ Merger Arbitrage Index.
