S&P Target Risk Moderate Index ETF Tax Rates
Index Description
The Index is designed to measure the performance of S&P's proprietary moderate target risk allocation model.
ETFs Tracking The S&P Target Risk Moderate Index
The following table presents sortable tax data for ETFs currently tracking the S&P Target Risk Moderate Index.
As Of 05/25/2012Other Diversified Portfolio 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 Diversified Portfolio 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 |
|---|---|---|---|---|
| AOM | S&P Moderate Allocation | 35% | 15% | 1099 |
| AOR | S&P Growth Allocation | 35% | 15% | 1099 |
| AOK | S&P Conservative Allocation | 35% | 15% | 1099 |
| AOA | S&P Aggressive Allocation | 35% | 15% | 1099 |
| GTAA | Cambria Global Tactical ETF | 35% | 15% | 1099 |
| GIVE | Global Echo ETF | 35% | 15% | 1099 |
| IYLD | Morningstar Multi-Asset Income Index Fund | 35% | 15% | 1099 |
| ONN | ETRACS Fisher-Gartman Risk On ETN | 35% | 15% | 1099 |
| PAO | RiverFront Tactical Balanced Growth Portfolio | 35% | 15% | 1099 |
| PCA | RiverFront Tactical Growth & Income Portfolio | 35% | 15% | 1099 |
| OFF | ETRACS Fisher-Gartman Risk Off ETN | 35% | 15% | 1099 |
| PERM | Permanent ETF | 35% | 15% | 1099 |
| PTO | Ibbotson Alternative Completion Portfolio | 35% | 15% | 1099 |
| INKM | SPDR Income Allocation ETF | 35% | 15% | 1099 |
| GAL | SPDR Global Allocation ETF | 35% | 15% | 1099 |
| MATH | Meidell Tactical Advantage ETF | 35% | 15% | 1099 |
| ONEF | Russell Equity ETF | 35% | 15% | 1099 |
| GYLD | Dow Jones Global Yield ETF | 35% | 15% | 1099 |
| GCE | Claymore CEF GS Connect ETN | 35% | 15% | 1099 |
Other Diversified Portfolio Indexes
Other indexes tracked by ETFs in the Diversified Portfolio ETFdb Category include:
- Claymore CEF Index
- RiverFront Global Tactical Balanced Growth Index
- RiverFront Global Tactical Balanced Growth & Income Index
- Ibbotson Alternative Completion Index
- S&P Target Risk Aggressive Index
- S&P Target Risk Conservative Index
- S&P Target Risk Growth Index
- S&P Target Risk Moderate Index
- Fisher-Gartman Risk Index
- Fisher-Gartman Risk Index (-100%)
- Solactive Permanent Index
- Morningstar Multi-Asset High Income Index
- Dow Jones Global Composite Yield Index
Mutual Funds Tracking S&P Target Risk Moderate Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against S&P Target Risk Moderate Index.









