Morningstar Mid Core Index ETF Tax Rates
Index Description
The index measures the performance of mid cap stocks that have exhibited average growth and value characteristics.
ETFs Tracking The Morningstar Mid Core Index
The following table presents sortable tax data for ETFs currently tracking the Morningstar Mid Core Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| JKG | Morningstar Mid Core Index Fund | 35% | 15% | 1099 |
Other Mid Cap Blend 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 Mid Cap Blend 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 |
|---|---|---|---|---|
| IJH | S&P MidCap 400 Index Fund | 35% | 15% | 1099 |
| MDY | SPDR MidCap Trust Series I | 35% | 15% | 1099 |
| IWR | Russell Midcap Index Fund | 35% | 15% | 1099 |
| VO | Mid-Cap ETF | 35% | 15% | 1099 |
| VXF | Extended Market ETF | 35% | 15% | 1099 |
| FNX | Mid Cap Core AlphaDEX | 35% | 15% | 1099 |
| SCHM | U.S. Mid-Cap ETF | 35% | 15% | 1099 |
| JKG | Morningstar Mid Core Index Fund | 35% | 15% | 1099 |
| RWK | Mid Cap Fund | 35% | 15% | 1099 |
| EMM | SPDR DJ Wilshire Mid Cap ETF | 35% | 15% | 1099 |
| IVOO | S&P Mid-Cap 400 ETF | 35% | 15% | 1099 |
| EWRM | Russell Midcap Equal Weight ETF | 35% | 15% | 1099 |
| CZA | Mid-Cap Core ETF | 35% | 15% | 1099 |
| TRNM | US Mid Cap Trendpilot ETN | 35% | 15% | 1099 |
| PXMC | RAFI Fundamental Pure Mid Core Portfolio | 35% | 15% | 1099 |
| FMM | Focus Morningstar Mid Cap Index ETF | 35% | 15% | 1099 |
| EWMD | S&P MidCap 400 Equal Weight ETF | 35% | 15% | 1099 |
| QQQM | NASDAQ 400 Mid Cap ETF | 35% | 15% | 1099 |
Other Mid Cap Blend Equities Indexes
Other indexes tracked by ETFs in the Mid Cap Blend Equities ETFdb Category include:
- Defined Mid Cap Core Index
- Dow Jones U.S. Mid-Cap Total Stock Market Index
- Morningstar Mid Core Index
- MSCI US Mid Cap 450 Index
- RevenueShares Mid Cap Index
- Russell Midcap Index
- S&P Completion Index
- S&P MidCap 400 Index
- Zacks Mid-Cap Core Index
- Russell Midcap Equal Weight Index
- RBS US Mid Cap Trendpilot Index
- Morningstar Mid Cap Index
- RAFI Fundamental Mid Core Index
- S&P MidCap 400 Equal Weight Index
- NASDAQ 400 Index
Mutual Funds Tracking Morningstar Mid Core Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Morningstar Mid Core Index.
