MSCI US Investable Market Financials 25/50 Index ETF Tax Rates

Index Description

The index consists of stocks of large, medium, and small U.S. companies in the financials sector, as classified under the Global Industry Classification Standard (GICS). This GICS sector is made up of companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate (including REITs).

ETFs Tracking The MSCI US Investable Market Financials 25/50 Index

The following table presents sortable tax data for ETFs currently tracking the MSCI US Investable Market Financials 25/50 Index.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
VFH Financials ETF 35% 15% 1099

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 05/25/2012
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
PSP Listed Private Equity 35% 15% 1099
IYG Dow Jones U.S. Financial Services Index Fund 35% 15% 1099
IXG S&P Global Financial Index Fund 35% 15% 1099
FXO Financials AlphaDEX Fund 35% 15% 1099
IAT Dow Jones U.S. Regional Banks Index Fund 35% 15% 1099
KBWD KBW High Dividend Yield Financial Portfolio 35% 15% 1099
KIE SPDR S&P Insurance ETF 35% 15% 1099
PSCF S&P SmallCap Financials 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
KCE SPDR S&P Capital Markets ETF 35% 15% 1099
RKH Market Vectors Bank and Brokerage ETF 35% 15% 1099
KBWB KBW Bank Portfolio 35% 15% 1099
EUFN MSCI Europe Financials Sector Index Fund 35% 15% 1099
PFI Dynamic Financial 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
KBWR KBW Regional Banking Portfolio 35% 15% 1099
PJB Dynamic Banking 35% 15% 1099
QABA NASDAQ ABA Community Bank Index Fund 35% 15% 1099

Other Financials Equities Indexes

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

Mutual Funds Tracking MSCI US Investable Market Financials 25/50 Index

ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking MSCI US Investable Market Financials 25/50 Index include: VFAIX.

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