Market Vectors Global Mortgage REITs Index ETF Tax Rates
Index Description
The index is a capitalization weighted index that requires constituent companies to derive at least 50 percent of their revenues from mortgage REITs. This includes companies and trusts which are primarily engaged in the purchase or service of commercial or residential mortgage loans or mortgage‐related securities.
ETFs Tracking The Market Vectors Global Mortgage REITs Index
The following table presents sortable tax data for ETFs currently tracking the Market Vectors Global Mortgage REITs Index.
As Of 05/21/2013
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| MORT | Market Vector Mortgage REIT Income ETF | 35% | 15% | 1099 |
Other Real Estate 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 Real Estate ETFdb Category are presented in the following table.
As Of 05/22/2013| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| VNQ | REIT ETF | 35% | 15% | 1099 |
| IYR | Dow Jones U.S. Real Estate Index Fund | 35% | 15% | 1099 |
| ICF | Cohen & Steers Realty Major | 35% | 15% | 1099 |
| RWR | SPDR DJ Wilshire REIT ETF | 35% | 15% | 1099 |
| REM | FTSE NAREIT Mortgage REITs Index Fund | 35% | 15% | 1099 |
| SCHH | U.S. REIT ETF | 35% | 15% | 1099 |
| FRI | S&P REIT Index Fund | 35% | 15% | 1099 |
| REZ | FTSE NAREIT Residential Index Fund | 35% | 15% | 1099 |
| MORT | Market Vector Mortgage REIT Income ETF | 35% | 15% | 1099 |
| KBWY | KBW Premium Yield Equity REIT Portfolio | 35% | 15% | 1099 |
| FTY | FTSE NAREIT Real Estate 50 Index Fund | 35% | 15% | 1099 |
| ROOF | IQ US Real Estate Small Cap ETF | 35% | 15% | 1099 |
| PSR | Active U.S. Real Estate Fund | 35% | 15% | 1099 |
| IFNA | FTSE EPRA/NAREIT North America Index Fund | 35% | 15% | 1099 |
| WREI | Wilshire US REIT ETF | 35% | 15% | 1099 |
| RTL | FTSE NAREIT Retail Index Fund | 35% | 15% | 1099 |
| FNIO | FTSE NAREIT Industrial/Office Capped Index Fund | 35% | 15% | 1099 |
Other Real Estate Indexes
Other indexes tracked by ETFs in the Real Estate ETFdb Category include:
- Cohen & Steers Realty Majors Index
- Dow Jones U.S. Real Estate Index
- Dow Jones U.S. Select REIT Index
- FTSE EPRA/NAREIT North America Index
- FTSE NAREIT All Mortgage Capped Index
- FTSE NAREIT All Residential Capped Index
- FTSE NAREIT Industrial/Office Capped Index
- FTSE NAREIT Real Estate 50 Index
- FTSE NAREIT Retail Capped Index
- MSCI US REIT Index
- S&P United States REIT Index
- Wilshire U.S. Real Estate Investment Trust Index
- KBW Premium Yield Equity REIT Index
- IQ US Real Estate Small Cap Index
- Market Vectors Global Mortgage REITs Index
Mutual Funds Tracking Market Vectors Global Mortgage REITs Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool.
