S&P MidCap 400/Citigroup Value Index ETF Tax Rates
Index Description
The index measures the performance of the mid capitalization value sector of the U.S. equity market.
ETFs Tracking The S&P MidCap 400/Citigroup Value Index
The following table presents sortable tax data for ETFs currently tracking the S&P MidCap 400/Citigroup Value Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| IJJ | S&P MidCap 400 Value Index Fund | 35% | 15% | 1099 |
Other Mid Cap Value 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 Value 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 |
|---|---|---|---|---|
| IWS | Russell Midcap Value Index | 35% | 15% | 1099 |
| IJJ | S&P MidCap 400 Value Index Fund | 35% | 15% | 1099 |
| VOE | Mid-Cap Value ETF | 35% | 15% | 1099 |
| DON | MidCap Dividend Fund | 35% | 15% | 1099 |
| EZM | MidCap Earnings Fund | 35% | 15% | 1099 |
| JKI | Morningstar Mid Value Index Fund | 35% | 15% | 1099 |
| RFV | S&P Midcap 400 Pure Value | 35% | 15% | 1099 |
| PXMV | RAFI Fundamental Pure Mid Value Portfolio | 35% | 15% | 1099 |
| MDYV | SPDR S&P 400 Mid Cap Value ETF | 35% | 15% | 1099 |
| IVOV | S&P Mid-Cap 400 Value ETF | 35% | 15% | 1099 |
| FNK | Mid Cap Value AlphaDEX Fund | 35% | 15% | 1099 |
Other Mid Cap Value Equities Indexes
Other indexes tracked by ETFs in the Mid Cap Value Equities ETFdb Category include:
- Morningstar Mid Value Index
- MSCI US Mid Cap Value Index
- Russell Midcap Value Index
- S&P MidCap 400/Citigroup Pure Value Index
- S&P MidCap 400/Citigroup Value Index
- WisdomTree MidCap Dividend Index
- WisdomTree MidCap Earnings Index
- S&P MidCap 400 Value Index
- Defined Mid Cap Value Index
- RAFI Fundamental Mid Value Index
Mutual Funds Tracking S&P MidCap 400/Citigroup Value Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking S&P MidCap 400/Citigroup Value Index include: MARFX, MBRFX, MCRFX, MDRFX, MMCVX and MRRFX.
