Should I wait a year to sell my fund shares?
Share purchase price $  
Share price increase/year   %
Number of shares purchased    
Additional amounts invested $  
       Biweekly    Monthly    Yearly  
Front load/purchase fees   %
Back load/selling fees   %
Your federal tax rate   %
Your state tax rate   %
 
Dividends and gains are:
Automatically reinvested in the fund
Invested elsewhere at a rate of %
Spent
 
Annual long-term gains per share $  
Annual short-term gains per share $  
Quarterly dividends per share, taxable $  
Quarterly dividends per share, Fed. Tax-exempt $  
Quarterly dividends per share, state Tax-exempt $  
Quarterly dividends per share, non-taxable $  

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