Zacks 2040 Lifecycle Index ETF Tax Rates
Index Description
The index follows a passively managed, rules based methodology comprised of publicly traded common stock, bonds and ADRs. The index represents a portfolio designed for persons expecting to retire in 2040.
ETFs Tracking The Zacks 2040 Lifecycle Index
The following table presents sortable tax data for ETFs currently tracking the Zacks 2040 Lifecycle Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| TDV | db-X 2040 Target Date Fund | 35% | 15% | 1099 |
Other Target Retirement Date 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 Target Retirement Date 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 |
|---|---|---|---|---|
| TDH | db-X 2020 Target Date Fund | 35% | 15% | 1099 |
| TDN | db-X 2030 Target Date Fund | 35% | 15% | 1099 |
| TDV | db-X 2040 Target Date Fund | 35% | 15% | 1099 |
| TZG | S&P Target Date 2020 ETF | 35% | 15% | 1099 |
| TZV | S&P Target Date 2040 | 35% | 15% | 1099 |
| TZI | S&P Target Date 2025 ETF | 35% | 15% | 1099 |
| TZL | S&P Target Date 2030 | 35% | 15% | 1099 |
| TZE | S&P Target Date 2015 | 35% | 15% | 1099 |
| TDX | db-X In-Target Date Fund | 35% | 15% | 1099 |
| TZO | S&P Target Date 2035 | 35% | 15% | 1099 |
| TDD | db-X 2010 Target Date Fund | 35% | 15% | 1099 |
| TGR | S&P Target Date Retirement Inc | 35% | 15% | 1099 |
| TZD | S&P Target Date 2010 | 35% | 15% | 1099 |
| TZW | S&P Target Date 2045 Index Fund ETF | 35% | 15% | 1099 |
| TZY | S&P Target Date 2050 Index Fund ETF | 35% | 15% | 1099 |
Other Target Retirement Date Indexes
Other indexes tracked by ETFs in the Target Retirement Date ETFdb Category include:
- S&P Target Date 2010 Index
- S&P Target Date 2015 Index
- S&P Target Date 2020 Index
- S&P Target Date 2025 Index
- S&P Target Date 2030 Index
- S&P Target Date 2035 Index
- S&P Target Date 2040 Index
- S&P Target Date Retirement Income Index
- Zacks 2010 Lifecycle Index
- Zacks 2020 Lifecycle Index
- Zacks 2030 Lifecycle Index
- Zacks 2040 Lifecycle Index
- Zacks In-Target Lifecycle Index
- S&P Target Date 2045 Index
- S&P Target Date 2050 Index
Mutual Funds Tracking Zacks 2040 Lifecycle Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Zacks 2040 Lifecycle Index.
