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
$