Zacks In-Target 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 at or near their retirement date.
ETFs Tracking The Zacks In-Target Lifecycle Index
The following table presents sortable tax data for ETFs currently tracking the Zacks In-Target Lifecycle Index.
As Of 05/25/2012
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 In-Target Lifecycle Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Zacks In-Target Lifecycle Index.
